Thomas Joseph Ryan
Financial Adviser in Penshurst, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000245181
- Location
- Penshurst NSW 2222
- Licensee
- Professional Investment Services Pty Ltd (AFSL 234951)
- Authorised since
- 19 October 2012
- First provided advice
- 1996
- Qualifications
- Graduate Diploma of Educational Administration, Deakin University (1987); Diploma of Financial Planning (8 units), FPA Australia (1997); Graduate Diploma of Insurance, Deakin University (2001); Master of Applied Finance, Charles Sturt University (2002); Self Managed Superannuation Finds Course, Tribeca Learning (2004); ASX Accredited Listed Product Adviser, Kaplan Professional (2008); Margin Lending and Geared Investments Course, Kaplan Professional (2011); SMSF Specialist Advisor (SSA) Program, SMSF Professionals Association (2011); Aged Care Specialist Adviser Program, Aged Care Specialists (2012); Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019)
- Memberships
- Certified Financial Planner of FPA Australia; Financial Advice Association of Australia (FAAA); Life Risk Specialist of FPA Australia; SMSF Specialist Advisor of the SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Thomas Joseph Ryan
Thomas Joseph Ryan is a financial adviser in Penshurst, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000245181.
Thomas provides advice as an authorised representative of Professional Investment Services Pty Ltd, which holds Australian financial services licence 234951. That authorisation dates from 19 October 2012.
The register records 1996 as the year Thomas first provided financial advice. The qualifications listed for Thomas include Graduate Diploma of Educational Administration (Deakin University, 1987), Diploma of Financial Planning (8 units) (FPA Australia, 1997) and Graduate Diploma of Insurance (Deakin University, 2001). Professional memberships recorded: Certified Financial Planner of FPA Australia, Financial Advice Association of Australia (FAAA) and Life Risk Specialist of FPA Australia.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment 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 Joseph Ryan a registered financial adviser?
Yes. Thomas Joseph Ryan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000245181.
Which licensee does Thomas Joseph Ryan work under?
Professional Investment Services Pty Ltd, Australian financial services licence 234951.
What can Thomas Joseph Ryan 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; standard margin lending.