Financial Adviser · HOBART, TAS

Thomas Ian Whitley

HOBART, TAS

11 Years experience

Tax advice
authorised

ASIC Registered · ADV 001009352

Currently at

Count Financial Limited

Sydney, NSW (firm address)

View firm profile

Thomas Ian Whitley is a financial adviser based in Hobart, Tasmania, with 11 years of experience in the financial services industry since 2015. Thomas is currently authorised under Count Financial Limited, operating through Count Financial. 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 5 Unit CFP Certification Program from Financial Planning Association of Australia (FPA). 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2004

Bachelor of Commerce

University of Tasmania

2011

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2012

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2019

5 Unit CFP Certification Program

Financial Planning Association of Australia (FPA)

2022

Accredited Listed Product Adviser Program

Kaplan Professional

2022

Introduction to Self-Managed Superannuation Funds

Kaplan Professional

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Count Financial Limited

Mar 2022 - Present Current

WEALTH MARKET PTY LTD

May 2021 - Feb 2022 Ceased

GWM ADVISER SERVICES PTY LTD

Jun 2015 - May 2021 Ceased

GWM ADVISER SERVICES PTY LTD

Mar 2013 - Mar 2015 Ceased

Source: ASIC Financial Advisers Register