Financial Adviser
· HOBART, TAS
Thomas Ian Whitley
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001009352
Thomas Ian Whitley is a financial adviser based in Hobart, Tasmania, with 11 years of experience in the financial services industry. Thomas is currently authorised under Count Financial Limited. Thomas 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 5 Unit CFP Certification Program from Financial Planning Association of Australia (FPA). Thomas 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Commerce
University of Tasmania
2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2019
5 Unit CFP Certification Program
Financial Planning Association of Australia (FPA)
2022
Accredited Listed Product Adviser Program
Kaplan Professional
2022
Introduction to Self-Managed Superannuation Funds
Kaplan Professional
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
WEALTH MARKET PTY LTD
GWM ADVISER SERVICES PTY LTD
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register