Thomas a Robb
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001233892
- Location
- Sydney NSW 2000
- Licensee
- Stewards Capital Group Pty Ltd (AFSL 409535)
- Authorised since
- 2 February 2021
- First provided advice
- 2002
- Qualifications
- Diploma of Financial Advising, FINSIA (2002); Bachelor of Economics, Macquarie University (2007); Diploma of Financial Services (Financial Markets), Australian Financial Markets Association (2010); FASEA exam, FASEA (2021); Master Of Financial Planning, KAPLAN (2024)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP); Tax & Super Australia
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Thomas a Robb
On the Financial Advisers Register kept by ASIC, Thomas a Robb appears as a current financial adviser in Sydney, New South Wales, adviser number 001233892.
Thomas provides advice as an authorised representative of Stewards Capital Group Pty Ltd, which holds Australian financial services licence 409535. That authorisation dates from 2 February 2021.
The register records 2002 as the year Thomas first provided financial advice. Qualifications and training on file include Diploma of Financial Advising (FINSIA, 2002), Bachelor of Economics (Macquarie University, 2007) and Diploma of Financial Services (Financial Markets) (Australian Financial Markets Association, 2010). Professional memberships recorded: Association of Independently Owned Financial Professionals (AIOFP) and Tax & Super Australia.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Thomas a Robb a registered financial adviser?
Yes. Thomas a Robb is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001233892.
Which licensee does Thomas a Robb work under?
Stewards Capital Group Pty Ltd, Australian financial services licence 409535.
What can Thomas a Robb give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.