About Thomas Williamson
Thomas Williamson is a financial adviser based in Moe, Victoria, with 15 years of experience in the financial services industry since 2011. Thomas is currently authorised under Rgm Financial Planners. Thomas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Thomas's qualifications include a Certified Financial Planner from FAAA. Thomas is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Derivatives (e.g. Options or Futures contracts) & Margin Lending
Authorised to provide tax financial advice services
Registration History
Feb 2022 - Present
Current
Derivatives (e.g. Options or Futures contracts) & Margin Lending
Aug 2020 - Jun 2021
Ceased
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.
VICSUPER PTY LTD
Oct 2018 - Jun 2020
Ceased
VicSuper representatives are limited to providing financial product advice on VicSuper products; ESSSuper - Revised, New, SERB and Transport Schemes; providing advice on whether a member should consolidate or roll over their superannuation holdings into VicSuper (excluding personal advice on self-managed superannuation funds); and general superannuation matters.
Feb 2011 - Aug 2018
Ceased
Authorised in MDA services, which is restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register