Thomas Alexander Robertson
Financial Adviser in Osborne Park, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001254351
- Location
- Osborne Park WA 6017
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 16 March 2024
- First provided advice
- 2017
- Qualifications
- Bachelor of Commerce, University of Western Australia (1994); Graduate Diploma of Applied Finance and Investment, Securities Institute Education (2002); Graduate Diploma of Financial Planning, Securities Institute Education (2004); Accreditied Listed Product Adviser Program, Kaplan Professional (2017); Self Managed Superannuation Funds Program, Kaplan Professional (2017); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2025)
- Memberships
- Fellow of the Financial Services Institute of Australasia (FINSIA); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Thomas Alexander Robertson
Thomas Alexander Robertson is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Osborne Park, Western Australia (adviser number 001254351).
The licensee Thomas advises under is Alliance Wealth Pty Ltd (AFS licence 449221). That authorisation dates from 16 March 2024.
The register records 2017 as the year Thomas first provided financial advice. The qualifications listed for Thomas include Bachelor of Commerce (University of Western Australia, 1994), Graduate Diploma of Applied Finance and Investment (Securities Institute Education, 2002) and Graduate Diploma of Financial Planning (Securities Institute Education, 2004). Thomas is recorded as a member of Fellow of the Financial Services Institute of Australasia (FINSIA) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 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 Alexander Robertson a registered financial adviser?
Yes. Thomas Alexander Robertson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001254351.
Which licensee does Thomas Alexander Robertson work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Thomas Alexander Robertson give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.