Tomas Weiszer
Financial Adviser in Mona Vale, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001245914
- Location
- Mona Vale NSW 2103
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 25 February 2021
- First provided advice
- 2016
- Qualifications
- Taxation Law ACCG857, Macquarie University (2005); Business Law ACCG851, Macquarie University (2006); Financial Risk Management, CPA Australia (2006); CPA Program, CPA Australia (2007); Master of Accounting, Macquarie University (2007); Chartered Accountant, Institute of Chartered Accountants in Australia (2008); CTA2A Advanced, The Tax Institute (2012); CTA2B, The Tax Institute (2013); Diploma of Financial Planning, Kaplan Professional (2015); CTA1 Foundations, The Tax Institute (2017); Graduate Diploma of Applied Tax Law, The Tax Institute (2018); Ethics and Professionalism in Financial Advice, Kaplan Professional (2025)
- Memberships
- CPA Australia (CPA); Chartered Accountants Australia and New Zealand (CA ANZ); The Tax Institute
- Advice areas
- superannuation, deposit and payment products
- Restriction
- Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products.
- Tax (financial) advice
- Yes
- Register status
- Current
About Tomas Weiszer
Tomas Weiszer is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Mona Vale, New South Wales (adviser number 001245914).
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. The current authorisation started on 25 February 2021.
The register records 2016 as the year Tomas first provided financial advice. The qualifications listed for Tomas include Taxation Law ACCG857 (Macquarie University, 2005), Business Law ACCG851 (Macquarie University, 2006) and Financial Risk Management (CPA Australia, 2006). Tomas is recorded as a member of CPA Australia (CPA), Chartered Accountants Australia and New Zealand (CA ANZ) and The Tax Institute.
The authorisation covers advice on superannuation and deposit and payment products. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products.”
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Questions people ask
Is Tomas Weiszer a registered financial adviser?
Yes. Tomas Weiszer is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001245914.
Which licensee does Tomas Weiszer work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Tomas Weiszer give advice on?
The register lists these advice areas: superannuation; deposit and payment products. It also records this restriction: "Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products."