THOMAS JOHN ROBERTSON

Financial Adviser Β· Launceston, TAS

Registered

Registration Number

001260003

Registration Status

Registered

Location

Launceston, TAS 7250

Providing Advice Since

2017

Registration Date

28/08/2020

Financial Services Licensee

AKUMIN FINANCIAL PLANNING PTY LIMITED

Licence #000232706

πŸ“š Qualifications & Training

2014 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Tasmania
2016 - Master of Finance - Masters Degree (AQF 9) - University of Tasmania
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2017 - DFP5v2 Tax for Financial Advising - Other - Kaplan Professional
2017 - TASACLv1 Commercial Law - Other - Kaplan Professional

🏒 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.