Thomas Williamson
Financial Adviser in Moe, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000400930
- Location
- Moe VIC 3825
- Licensee
- RGM Financial Planners Pty Ltd (AFSL 229471)
- Authorised since
- 23 February 2022
- First provided advice
- 2011
- Qualifications
- Bachelor of Commerce (Accounting and Financial Planning), Deakin University (2008); Self Managed Superannuation Funds, Kaplan (2012); Certified Practising Accountant, CPA Australia (2014); Certified Financial Planner, FAAA (2016); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- 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
- Restriction
- Derivatives (e.g. Options or Futures contracts) & Margin Lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Thomas Williamson
Thomas Williamson is a financial adviser in Moe, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000400930.
Thomas provides advice as an authorised representative of RGM Financial Planners Pty Ltd, which holds Australian financial services licence 229471. That authorisation dates from 23 February 2022.
According to the register, Thomas first provided financial advice in 2011. The qualifications listed for Thomas include Bachelor of Commerce (Accounting and Financial Planning) (Deakin University, 2008), Self Managed Superannuation Funds (Kaplan, 2012) and Certified Practising Accountant (CPA Australia, 2014). Thomas is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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.
The register adds a condition to this authorisation: “Derivatives (e.g. Options or Futures contracts) & Margin Lending.”
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Questions people ask
Is Thomas Williamson a registered financial adviser?
Yes. Thomas Williamson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000400930.
Which licensee does Thomas Williamson work under?
RGM Financial Planners Pty Ltd, Australian financial services licence 229471.
What can Thomas Williamson 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. It also records this restriction: "Derivatives (e.g. Options or Futures contracts) & Margin Lending."