Thomas Geoffrey Woollan
Financial Adviser in Brisbane City, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000320681
- Location
- Brisbane City QLD 4000
- Licensee
- Panoptic Wealth Holdings Pty Ltd (AFSL 437907)
- Authorised since
- 9 June 2021
- First provided advice
- 2007
- Qualifications
- Bachler of Economics (Honours), University of Tasmania (2003); Master of Commerce, Deakin University (2007); Self Managed Superannuation Funds, Kaplan Professional (2009); ASX Accredited Listed Product Adviser, Kaplan Professional (2013); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Thomas Geoffrey Woollan
On the Financial Advisers Register kept by ASIC, Thomas Geoffrey Woollan appears as a current financial adviser in Brisbane City, Queensland, adviser number 000320681.
The licensee Thomas advises under is Panoptic Wealth Holdings Pty Ltd (AFS licence 437907). That authorisation dates from 9 June 2021.
According to the register, Thomas first provided financial advice in 2007. The qualifications listed for Thomas include Bachler of Economics (Honours) (University of Tasmania, 2003), Master of Commerce (Deakin University, 2007) and Self Managed Superannuation Funds (Kaplan Professional, 2009).
Thomas is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, 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 Geoffrey Woollan a registered financial adviser?
Yes. Thomas Geoffrey Woollan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000320681.
Which licensee does Thomas Geoffrey Woollan work under?
Panoptic Wealth Holdings Pty Ltd, Australian financial services licence 437907.
What can Thomas Geoffrey Woollan 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.