Toby Sinclair
Financial Adviser in Gosford, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000285383
- Location
- Gosford NSW 2250
- Licensee
- Aware Financial Services Australia Limited (AFSL 238430)
- Authorised since
- 1 December 2019
- First provided advice
- 2001
- Qualifications
- Bachelor of Arts (Communication Studies), University of Newcastle (2000); Diploma of Financial Services (Financial Planning), Kaplan Education (2008); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2010); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2024); TASACL Commercial Law, Kaplan Professional (2024)
- 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
- Restriction
- Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
- Tax (financial) advice
- Yes
- Register status
- Current
About Toby Sinclair
Toby Sinclair is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Gosford, New South Wales (adviser number 000285383).
The licensee Toby advises under is Aware Financial Services Australia Limited (AFS licence 238430). That authorisation dates from 1 December 2019.
The register records 2001 as the year Toby first provided financial advice. The qualifications listed for Toby include Bachelor of Arts (Communication Studies) (University of Newcastle, 2000), Diploma of Financial Services (Financial Planning) (Kaplan Education, 2008) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2010). Professional memberships recorded: 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 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.”
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Questions people ask
Is Toby Sinclair a registered financial adviser?
Yes. Toby Sinclair is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000285383.
Which licensee does Toby Sinclair work under?
Aware Financial Services Australia Limited, Australian financial services licence 238430.
What can Toby Sinclair 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. It also records this restriction: "Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list."