Thomas John Robertson
Financial Adviser in Battery Point, Tasmania, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001260003
- Location
- Battery Point TAS 7004
- Licensee
- Ethical Financial Planning Services Pty Ltd (AFSL 700035)
- Authorised since
- 15 May 2026
- First provided advice
- 2017
- Qualifications
- Bachelor of Business, University of Tasmania (2014); Master of Finance, University of Tasmania (2016); Advanced Diploma of Financial Planning, Kaplan Professional (2017); DFP5v2 Tax for Financial Advising, Kaplan Professional (2017); TASACLv1 Commercial Law, Kaplan Professional (2017); Kaplan Professional, FPC002B-Ethics and Professionalism in Financial Advice (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 John Robertson
Thomas John Robertson is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Battery Point, Tasmania (adviser number 001260003).
The licensee Thomas advises under is Ethical Financial Planning Services Pty Ltd (AFS licence 700035). That authorisation dates from 15 May 2026.
According to the register, Thomas first provided financial advice in 2017. Qualifications and training on file include Bachelor of Business (University of Tasmania, 2014), Master of Finance (University of Tasmania, 2016) and Advanced Diploma of Financial Planning (Kaplan Professional, 2017). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
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 John Robertson a registered financial adviser?
Yes. Thomas John Robertson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001260003.
Which licensee does Thomas John Robertson work under?
Ethical Financial Planning Services Pty Ltd, Australian financial services licence 700035.
What can Thomas John Robertson 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.