Financial Adviser · DONCASTER, VIC

Thomas Jack Livingstone

2 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001305039

Thomas Jack Livingstone is a financial adviser based in Doncaster, Victoria, with 2 years of experience in the financial services industry. Thomas is currently authorised under Charter Financial Planning Limited. Thomas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Thomas holds a Bachelor of Business (Accounting and Financial Planning) from Swinburne University of Technology.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2022

Bachelor of Business (Accounting and Financial Planning)

Swinburne University of Technology

Registration History

Charter Financial Planning Limited

Aug 2023 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register