Thomas Michael Preski
Financial Adviser in Melbourne, Victoria, Australia
Review Thomas Michael Preski
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001002922
- Location
- Melbourne VIC 3004
- Licensee
- Aia Financial Services Pty Limited (AFSL 231109)
- Authorised since
- 1 December 2021
- First provided advice
- 2014
- Qualifications
- Bachelor of Commerce, Monash University (1998); Advanced Diploma of Financial Planning, Mentor Education (2014); Ethics and Professionalism in Financial Advice, Kaplan Professional (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, retirement savings accounts
- Restriction
- Not authorised to provide advice in SMSFs.
- Tax (financial) advice
- Yes
- Register status
- Current
About Thomas Michael Preski
Thomas Michael Preski is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 001002922).
Thomas provides advice as an authorised representative of Aia Financial Services Pty Limited, which holds Australian financial services licence 231109. That authorisation dates from 1 December 2021.
According to the register, Thomas first provided financial advice in 2014. The qualifications listed for Thomas include Bachelor of Commerce (Monash University, 1998), Advanced Diploma of Financial Planning (Mentor Education, 2014) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2021). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Not authorised to provide advice in SMSFs.”
Reviews
Nobody has reviewed Thomas Michael Preski here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Thomas Michael Preski a registered financial adviser?
Yes. Thomas Michael Preski is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002922.
Which licensee does Thomas Michael Preski work under?
Aia Financial Services Pty Limited, Australian financial services licence 231109.
What can Thomas Michael Preski give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; retirement savings accounts. It also records this restriction: "Not authorised to provide advice in SMSFs."