Thomas Stephen Burnett
Financial Adviser in Birtinya, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001266427
- Location
- Birtinya QLD 4575
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 1 August 2018
- First provided advice
- 2018
- Qualifications
- Bachelor of Commerce (Financial Planning), University of the Sunshine Coast (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021); SuperConcepts Specialist SMSF Course, University of Adelaide (2021)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Thomas Stephen Burnett
Thomas Stephen Burnett is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Birtinya, Queensland (adviser number 001266427).
Advice is given under the Australian financial services licence of Akumin Financial Planning Pty Limited, licence number 232706. The current authorisation started on 1 August 2018.
The register records 2018 as the year Thomas first provided financial advice. The qualifications listed for Thomas include Bachelor of Commerce (Financial Planning) (University of the Sunshine Coast, 2018), FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education Pty Limited, 2021) and SuperConcepts Specialist SMSF Course (University of Adelaide, 2021).
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.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Thomas Stephen Burnett a registered financial adviser?
Yes. Thomas Stephen Burnett is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001266427.
Which licensee does Thomas Stephen Burnett work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Thomas Stephen Burnett 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."