Financial Adviser
· SURREY HILLS, VIC
Tom Barlow
No disciplinary history on record with ASIC
SURREY HILLS,
VIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000466832
Licensee
Surrey Hills, VIC (licence address on ASIC register)
About Tom Barlow
Tom Barlow is a financial adviser based in Surrey Hills, Victoria, with 19 years of experience in the financial services industry since 2007. Tom is currently authorised under Roskow Independent Advisory. Tom holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Tom's qualifications include a Certified Financial Planner from FPA. Tom 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
2006
Bachelor of Commerce (Fin, FinPlan, Acc)
Deakin University
2014
Self Managed Superannuation Funds
Kaplan
2014
Superannuation & Retirement Planning
Kaplan
2018
Certified Financial Planner
FPA