Financial Adviser · MORDIALLOC, VIC

Thomas Jensen

MORDIALLOC, VIC

3 Years experience

Tax advice
authorised

ASIC Registered · ADV 001298836

Currently at

Cafi

Mordialloc, VIC (firm address)

View firm profile

Thomas Jensen is a financial adviser based in Mordialloc, Victoria, with 3 years of experience in the financial services industry since 2023. Thomas is currently authorised under Datus Wealth. 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. 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

Restrictions: Not authorised to advise in Margin lending until the training course is completed.Kaplan Margin Lending specialist course - planned for July 2023.

Authorised to provide tax financial advice services

Qualifications and Training

2021

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Datus Wealth Pty Ltd

Sep 2022 - Present Current

Not authorised to advise in Margin lending until the training course is completed.Kaplan Margin Lending specialist course - planned for July 2023.

Source: ASIC Financial Advisers Register