Tom Muir
Financial Adviser in Newcastle, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001006712
- Location
- Newcastle NSW 2300
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 11 June 2025
- First provided advice
- 1990
- Qualifications
- Diploma of Financial Planning, Deakin University/FPA (1993); Bachelor of Business (Marketing), Charles Sturt University (1996); Certified Financial Planner, Financial Planning Association (FPA) (2008); Diploma of Financial Services, Mentor Education (2017); Graduate Diploma of Financial Planning, Kaplan Professional (2022); Tax for Financial Planning, Kaplan Professional (2022); FPC001B Economic and Legal Context for 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
- Restriction
- This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)
- Tax (financial) advice
- Yes
- Register status
- Current
About Tom Muir
On the Financial Advisers Register kept by ASIC, Tom Muir appears as a current financial adviser in Newcastle, New South Wales, adviser number 001006712.
The licensee Tom advises under is Capstone Financial Planning Pty Ltd (AFS licence 223135). That authorisation dates from 11 June 2025.
The register records 1990 as the year Tom first provided financial advice. The qualifications listed for Tom include Diploma of Financial Planning (Deakin University/FPA, 1993), Bachelor of Business (Marketing) (Charles Sturt University, 1996) and Certified Financial Planner (Financial Planning Association (FPA), 2008). 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 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).”
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Questions people ask
Is Tom Muir a registered financial adviser?
Yes. Tom Muir is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001006712.
Which licensee does Tom Muir work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Tom Muir 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: "This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)."