Financial Adviser
· MELBOURNE, VIC
Thomas John Napier
No disciplinary history on record with ASIC
MELBOURNE,
VIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001235900
Practice
Melbourne, VIC (practice address on ASIC register)
Licensed through Harlen Financial
About Thomas John Napier
Thomas John Napier is a financial adviser based in Melbourne, Victoria, with 11 years of experience in the financial services industry since 2015. Thomas works at Harlen Advisory, which is licensed through Harlen Financial. Thomas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Thomas's qualifications include a CFP Certification Program from Financial Planning Association of Australia. 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
2012
Graduate Diploma in Financial Planning
Kaplan Professional
2022
CFP Certification Program
Financial Planning Association of Australia
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register