Financial Adviser · CUMBERLAND PARK, SA

William Tomac

26 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000234921

William Tomac is a financial adviser based in Cumberland Park, South Australia, with 26 years of experience in the financial services industry. William is currently authorised under Lifespan Financial Planning Pty Ltd. William holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Arts (Majors Economics & Law) from Sydney University. William is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1986

Bachelor of Arts (Majors Economics & Law)

Sydney University

2002

Diploma of Financial Planning

Deakin University

Registration History

Lifespan Financial Planning Pty Ltd

Jan 2014 - Present Current

Arc Wealth Pty Ltd

Sep 2012 - Jan 2014 Ceased

TREASURY GROUP INVESTMENT SERVICES PTY LTD

Feb 2005 - Dec 2011 Ceased

Source: ASIC Financial Advisers Register