THOMAS RAYMOND WEIR
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1996 - Master of Taxation - - University of Melbourne
2000 - Completed DFP 1 equivalent subject Institute of Chartered Accountants - - Securities Institute
2003 - Completed Subjects 2-6 of a Diploma of Financial Planning - - FPA-Deakin
2005 - Self Managed Superannuation Funds Specialist Advisor - - SMSF Professionals Association of Australia
2010 - Margin Lending and Geared Investments - - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Institute of Financial Professionals Australia
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.