THOMAS A ROBB
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2002 - Diploma of Financial Advising - - FINSIA
2007 - Bachelor of Economics - - Macquarie University
2010 - Diploma of Financial Services (Financial Markets) - - Australian Financial Markets Association
2021 - FASEA exam - Other - FASEA
2024 - Master Of Financial Planning - Masters Degree (AQF 9) - KAPLAN
🏢 Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
Tax & Super Australia
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.