Financial Adviser
· MELBOURNE, VIC
Thomas Raymond Weir
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000267298
Thomas Raymond Weir is a financial adviser based in Melbourne, Victoria, with 22 years of experience in the financial services industry. Thomas is currently authorised under Capstone Financial Planning Pty Ltd. 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 Master of Taxation from University of Melbourne. Thomas is a member of Financial Advice Association of Australia (FAAA) and Institute of Financial Professionals Australia.
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
1996
Master of Taxation
University of Melbourne
2000
Completed DFP 1 equivalent subject Institute of Chartered Accountants
Securities Institute
2003
Completed Subjects 2-6 of a Diploma of Financial Planning
FPA-Deakin
2005
Self Managed Superannuation Funds Specialist Advisor
SMSF Professionals Association of Australia
2010
Margin Lending and Geared Investments
Kaplan Professional
Registration History
TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD
TVISION PTY LTD
Source: ASIC Financial Advisers Register