THOMAS ALEXANDER ROBERTSON
Financial Adviser · Osborne Park, WA
📚 Qualifications & Training
1994 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Western Australia
2002 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute Education
2004 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute Education
2017 - Accreditied Listed Product Adviser Program - Other - Kaplan Professional
2017 - Self Managed Superannuation Funds Program - Other - Kaplan Professional
2025 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Fellow of the Financial Services Institute of Australasia (FINSIA)
Financial Advice Association of Australia (FAAA)
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.