THOMAS SERRATORE

Financial Adviser ยท Gordon, NSW

Registered

Registration Number

001292965

Registration Status

Registered

Location

Gordon, NSW 2072

Providing Advice Since

2022

Registration Date

17/09/2021

Financial Services Licensee

MATRIX PLANNING SOLUTIONS LIMITED

Licence #000238256

๐Ÿ“š Qualifications & Training

2013 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Technology Sydney
2018 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

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.