THOMAS FINNEGAN
Financial Adviser · Toowoomba, QLD
📚 Qualifications & Training
2008 - Bachelor of Commerce (Finance and Human Resource Management) - Bachelor Degree (AQF 7) - University of Southern Queensland
2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education
2010 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited
2014 - Cavendish & ICFS Specialist SMSF Course - Other - Cavendish & ICFS
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
🏢 Professional Memberships
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.