Thomas Bowman
Financial Adviser in Warrnambool, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001269079
- Location
- Warrnambool VIC 3280
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 8 November 2018
- First provided advice
- 2018
- Qualifications
- Bachelor of Commerce (Financial Planning), Deakin University (2013); Diploma of Financial Planning, International Institute of Technology Pty Ltd (IIT) (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2019)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Thomas Bowman
Thomas Bowman is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Warrnambool, Victoria (adviser number 001269079).
Thomas provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. That authorisation dates from 8 November 2018.
The register records 2018 as the year Thomas first provided financial advice. The qualifications listed for Thomas include Bachelor of Commerce (Financial Planning) (Deakin University, 2013), Diploma of Financial Planning (International Institute of Technology Pty Ltd (IIT), 2018) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education Pty Limited, 2019).
Thomas is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Thomas Bowman a registered financial adviser?
Yes. Thomas Bowman is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001269079.
Which licensee does Thomas Bowman work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Thomas Bowman 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."