Financial Adviser
· ROCKHAMPTON CITY, QLD
Thomas William Cleary
No disciplinary history on record with ASIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001296044
Thomas William Cleary is a financial adviser based in Rockhampton City, Queensland, with 3 years of experience in the financial services industry since 2023. Thomas is currently authorised under Kennas Financial Services. 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 Financial Advice Association of Australia. 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
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2018
Bachelor of Business
CQ University
2021
Graduate Diploma of Financial Planning
Kaplan
2025
Certified Financial Planner
Financial Advice Association of Australia
2025
Master of Financial Planning
Kaplan