Thomas Moloney
Financial Adviser in Balgowlah, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001259731
- Location
- Balgowlah NSW 2093
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 14 December 2020
- First provided advice
- 2017
- Qualifications
- Bachelor of Commerce (Int Studies and Financial Planning), University of Wollongong (2014); CFP Certification Program, Financial Planning Association of Australia (2018); FPC002B-Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020); Self Managed Superannuation Funds, Kaplan (2020); AU Inhouse Securities Accreditation, AUPFS (2021)
- 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 Moloney
On the Financial Advisers Register kept by ASIC, Thomas Moloney appears as a current financial adviser in Balgowlah, New South Wales, adviser number 001259731.
Thomas provides advice as an authorised representative of Personal Financial Services Ltd, which holds Australian financial services licence 234459. The current authorisation started on 14 December 2020.
According to the register, Thomas first provided financial advice in 2017. The qualifications listed for Thomas include Bachelor of Commerce (Int Studies and Financial Planning) (University of Wollongong, 2014), CFP Certification Program (Financial Planning Association of Australia, 2018) and FPC002B-Ethics and Professionalism in Financial Advice (Kaplan Higher Education, 2020). 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 Moloney a registered financial adviser?
Yes. Thomas Moloney is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001259731.
Which licensee does Thomas Moloney work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Thomas Moloney 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.