Financial Adviser
· COMO, WA
Thomas William Sweeny
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271418
Thomas William Sweeny is a financial adviser based in Como, Western Australia, with 8 years of experience in the financial services industry. Thomas is currently authorised under Tfg Australia 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 Certified Financial Planner from Financial Advice Association Australia. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2017
Bachelor of Commerce (Finance and Economics)
University of Western Australia
2018
Diploma of Financial Planning
Kaplan Professional
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Education Pty Ltd
2022
Margin Lending Specialist
Kaplan Professional
2024
Certified Financial Planner
Financial Advice Association Australia