THOMAS JOSEPH RYAN

Financial Adviser ยท Penshurst, NSW

Registered

Registration Number

000245181

Registration Status

Registered

Location

Penshurst, NSW 2222

Providing Advice Since

1996

Registration Date

19/10/2012

Financial Services Licensee

PROFESSIONAL INVESTMENT SERVICES PTY LTD

Licence #000234951

๐Ÿ“š Qualifications & Training

1987 - Graduate Diploma of Educational Administration - Graduate Diploma (AQF 8) - Deakin University
1997 - Diploma of Financial Planning (8 units) - Advanced Diploma (AQF 6) - FPA Australia
2001 - Graduate Diploma of Insurance - Graduate Diploma (AQF 8) - Deakin University
2002 - Master of Applied Finance - Masters Degree (AQF 9) - Charles Sturt University
2004 - Self Managed Superannuation Finds Course - Other - Tribeca Learning
2008 - ASX Accredited Listed Product Adviser - Other - Kaplan Professional
2011 - Margin Lending and Geared Investments Course - Other - Kaplan Professional
2011 - SMSF Specialist Advisor (SSA) Program - Professional Designations - SMSF Professionals Association
2012 - Aged Care Specialist Adviser Program - Other - Aged Care Specialists
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education

๐Ÿข Professional Memberships

Certified Financial Planner of FPA Australia
Financial Advice Association of Australia (FAAA)
Life Risk Specialist of FPA Australia
SMSF Specialist Advisor of the SMSF Association

โ„น๏ธ 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.