THOMAS GEOFFREY WOOLLAN
Financial Adviser · Sherwood, QLD
📚 Qualifications & Training
2003 - Bachler of Economics (Honours) - Bachelor Degree (AQF 7) - University of Tasmania
2007 - Master of Commerce - Masters Degree (AQF 9) - Deakin University
2009 - Self Managed Superannuation Funds - Other - Kaplan Professional
2013 - ASX Accredited Listed Product Adviser - Other - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
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.