Data sourced from ASIC Financial Advisers Register
Financial Adviser · WARRNAMBOOL, VIC

Thomas Bowman

8 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001269079

Thomas Bowman is a financial adviser based in Warrnambool, Victoria, with 8 years of experience in the financial services industry. Thomas is currently authorised under Akumin Financial Planning Pty Limited. 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 Bachelor of Commerce (Financial Planning) from Deakin University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2013
Bachelor of Commerce (Financial Planning)
Deakin University
2018
Diploma of Financial Planning
International Institute of Technology Pty Ltd (IIT)
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Nov 2018 - Present Current
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