Daniel Carlos Tome
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000724
- Location
- Melbourne VIC 3000
- Licensee
- Perpetual Trustee Company Limited (AFSL 236643)
- Authorised since
- 2 September 2009
- First provided advice
- 2004
- Qualifications
- Bachelor of Economics, York University (1994); Certified Financial Planner, Financial Planning Association of Australia (2009); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019); Commercial Law, Kaplan Professional (2025); Tax for Financial Advising, Kaplan Professional (2025)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Daniel Carlos Tome
On the Financial Advisers Register kept by ASIC, Daniel Carlos Tome appears as a current financial adviser in Melbourne, Victoria, adviser number 001000724.
The licensee Daniel advises under is Perpetual Trustee Company Limited (AFS licence 236643). That authorisation dates from 2 September 2009.
The register records 2004 as the year Daniel first provided financial advice. The qualifications listed for Daniel include Bachelor of Economics (York University, 1994), Certified Financial Planner (Financial Planning Association of Australia, 2009) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2019). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Daniel is authorised to advise on superannuation, securities, managed investment schemes, life investment products, deposit and payment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Daniel Carlos Tome a registered financial adviser?
Yes. Daniel Carlos Tome is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000724.
Which licensee does Daniel Carlos Tome work under?
Perpetual Trustee Company Limited, Australian financial services licence 236643.
What can Daniel Carlos Tome give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; managed discretionary account services.