Financial Adviser
· MELBOURNE, VIC
Daniel Carlos Tome
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000724
Daniel Carlos Tome is a financial adviser based in Melbourne, Victoria, with 22 years of experience in the financial services industry. Daniel is currently authorised under Perpetual Trustee Company Limited. Daniel holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Daniel is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1994
Bachelor of Economics
York University
2009
Certified Financial Planner
Financial Planning Association of Australia
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
Commercial Law
Kaplan Professional
2025
Tax for Financial Advising
Kaplan Professional