William Tomac
Financial Adviser in Cumberland Park, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000234921
- Location
- Cumberland Park SA 5041
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 20 January 2014
- First provided advice
- 2000
- Qualifications
- Bachelor of Arts (Majors Economics & Law), Sydney University (1986); Diploma of Financial Planning, Deakin University (2002)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About William Tomac
William Tomac is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Cumberland Park, South Australia (adviser number 000234921).
William provides advice as an authorised representative of Lifespan Financial Planning Pty Ltd, which holds Australian financial services licence 229892. That authorisation dates from 20 January 2014.
According to the register, William first provided financial advice in 2000. The qualifications listed for William include Bachelor of Arts (Majors Economics & Law) (Sydney University, 1986) and Diploma of Financial Planning (Deakin University, 2002). 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.
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Questions people ask
Is William Tomac a registered financial adviser?
Yes. William Tomac is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000234921.
Which licensee does William Tomac work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can William Tomac 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.