Thomas Finnegan
Financial Adviser in Newtown, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000345958
- Location
- Newtown QLD 4350
- Licensee
- Millennium 3 Financial Services Pty Ltd (AFSL 244252)
- Authorised since
- 15 February 2020
- First provided advice
- 2008
- Qualifications
- Bachelor of Commerce (Finance and Human Resource Management), University of Southern Queensland (2008); Diploma of Financial Services (Financial Planning), Mentor Education (2010); Margin Lending and Geared Investments, Kaplan Education Pty Limited (2010); Cavendish & ICFS Specialist SMSF Course, Cavendish & ICFS (2014); Advanced Diploma of Financial Planning, Mentor Education (2015)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, 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 Finnegan
Thomas Finnegan is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Newtown, Queensland (adviser number 000345958).
Thomas provides advice as an authorised representative of Millennium 3 Financial Services Pty Ltd, which holds Australian financial services licence 244252. The current authorisation started on 15 February 2020.
The register records 2008 as the year Thomas first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Finance and Human Resource Management) (University of Southern Queensland, 2008), Diploma of Financial Services (Financial Planning) (Mentor Education, 2010) and Margin Lending and Geared Investments (Kaplan Education Pty Limited, 2010). Thomas is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, 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 Thomas Finnegan a registered financial adviser?
Yes. Thomas Finnegan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000345958.
Which licensee does Thomas Finnegan work under?
Millennium 3 Financial Services Pty Ltd, Australian financial services licence 244252.
What can Thomas Finnegan give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.