Tom Barlow
Financial Adviser in Surrey Hills, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000466832
- Location
- Surrey Hills VIC 3127
- Licensee
- Roskow Independent Advisory Pty Ltd (AFSL 429377)
- Authorised since
- 13 October 2014
- First provided advice
- 2007
- Qualifications
- Bachelor of Commerce (Fin, FinPlan, Acc), Deakin University (2006); Self Managed Superannuation Funds, Kaplan (2014); Superannuation & Retirement Planning, Kaplan (2014); Certified Financial Planner, FPA (2018)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Tom Barlow
Tom Barlow is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Surrey Hills, Victoria (adviser number 000466832).
Advice is given under the Australian financial services licence of Roskow Independent Advisory Pty Ltd, licence number 429377. The current authorisation started on 13 October 2014.
According to the register, Tom first provided financial advice in 2007. Qualifications and training on file include Bachelor of Commerce (Fin, FinPlan, Acc) (Deakin University, 2006), Self Managed Superannuation Funds (Kaplan, 2014) and Superannuation & Retirement Planning (Kaplan, 2014). Tom 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 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Tom Barlow a registered financial adviser?
Yes. Tom Barlow is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000466832.
Which licensee does Tom Barlow work under?
Roskow Independent Advisory Pty Ltd, Australian financial services licence 429377.
What can Tom Barlow 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.