Financial Adviser · MELBOURNE, VIC

Thomas Rogers

12 Years experience

Tax advice
authorised

ASIC Registered · ADV 000469824

Currently at

Doquile Perrett Meade Financial Services

South Melbourne, VIC

View firm profile

Thomas Rogers is a financial adviser based in Melbourne, Victoria, with 12 years of experience in the financial services industry since 2014. Thomas is currently authorised under Doquile Perrett Meade Financial Services. Thomas holds authorisations to advise on superannuation, life insurance and life insurance investments, as well as tax financial advice services (TFAS). Thomas's qualifications include a Bachelor of Commerce (Financial Planning) from Deakin University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments

Authorised to provide tax financial advice services

Qualifications and Training

2009

Bachelor of Commerce (Financial Planning)

Deakin University

2019

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Doquile Perrett Meade Financial Services Ltd

Aug 2016 - Present Current

Akumin Financial Planning Pty Limited

Dec 2014 - Jul 2016 Ceased

MDA services are 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