Thomas Patrick Neylan
Financial Adviser in Spring Hill, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005004
- Location
- Spring Hill QLD 4000
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 22 May 2024
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Advising, Securities Institute (2003); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); Margin Lending and Geared Investments, Kaplan Professional (2011); Economic and Legal Context for Financial Planning FPC001B, Kaplan Professional (2019); Tax and Commercial Law for Financial Planning, Kaplan Professional (2020); Graduate Diploma of Financial Planning, Kaplan Professional (2023)
- 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, standard margin lending
- Restriction
- This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
- Tax (financial) advice
- Yes
- Register status
- Current
About Thomas Patrick Neylan
Thomas Patrick Neylan is a financial adviser in Spring Hill, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001005004.
The licensee Thomas advises under is Capstone Financial Planning Pty Ltd (AFS licence 223135). The current authorisation started on 22 May 2024.
According to the register, Thomas first provided financial advice in 2008. The qualifications listed for Thomas include Diploma of Financial Advising (Securities Institute, 2003), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2011) and Margin Lending and Geared Investments (Kaplan Professional, 2011). 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 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).”
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Questions people ask
Is Thomas Patrick Neylan a registered financial adviser?
Yes. Thomas Patrick Neylan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005004.
Which licensee does Thomas Patrick Neylan work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Thomas Patrick Neylan 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; standard margin lending. It also records this restriction: "This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)."