THOMAS WILLIAM SWEENY
Financial Adviser · Como, WA
📚 Qualifications & Training
2017 - Bachelor of Commerce (Finance and Economics) - Bachelor Degree (AQF 7) - University of Western Australia
2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education Pty Ltd
2022 - Margin Lending Specialist - Other - Kaplan Professional
2024 - Certified Financial Planner - Professional Designations - Financial Advice Association Australia
🏢 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.