THOMAS LYON

Financial Adviser · Springwood, QLD

Registered

Registration Number

001282369

Registration Status

Registered

Location

Springwood, QLD 4127

Providing Advice Since

2021

Registration Date

01/07/2020

Financial Services Licensee

FORTNUM PRIVATE WEALTH LTD

Licence #000357306

📚 Qualifications & Training

2016 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Griffith University
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2023 - Grad Dip of Psychological Science - Graduate Diploma (AQF 8) - Deakin University

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.