TOMAS WEISZER
Financial Adviser · Mona Vale, NSW
📚 Qualifications & Training
2005 - Taxation Law ACCG857 - Other - Macquarie University
2006 - Business Law ACCG851 - Other - Macquarie University
2006 - Financial Risk Management - Other - CPA Australia
2007 - CPA Program - Professional Designations - CPA Australia
2007 - Master of Accounting - Masters Degree (AQF 9) - Macquarie University
2008 - Chartered Accountant - Professional Designations - Institute of Chartered Accountants in Australia
2012 - CTA2A Advanced - Other - The Tax Institute
2013 - CTA2B - Other - The Tax Institute
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2017 - CTA1 Foundations - Other - The Tax Institute
2018 - Graduate Diploma of Applied Tax Law - Graduate Diploma (AQF 8) - The Tax Institute
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA ANZ)
The Tax Institute
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.