Financial Adviser
· MELBOURNE, VIC
Tom Clancey
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001262321
Tom Clancey is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry. Tom is currently authorised under Partners Wealth Group Financial Advice Pty Ltd. Tom 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 Bachelor of Commerce (Finance and Financial Planning) from Deakin University.
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
2016
Bachelor of Commerce (Finance and Financial Planning)
Deakin University
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
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