Thomas Robertson

Ownership Structure

Company

Infuse Financial Pty Ltd

Licensee Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee

Millennium 3 Financial Services Pty Ltd

Licensee owned by

IOOF HOLDINGS LTD

My Qualifications

Accredited Listed Product Adviser (ALPA) (2017)

Level of Qualification: Training / Exam / Other

Institution: Kaplan Professional

Self Managed Superannuation Fund (2017)

Level of Qualification: Training / Exam / Other

Institution: Kaplan Professional

Graduate Diploma of Applied Finance and Investment (2003)

Level of Qualification: Level 8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma

Institution: Securities Institute Australia (SIA)

Graduate Diploma of Financial Planning (2003)

Level of Qualification: Level 8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma

Institution: Securities Institute Australia (SIA)

Bachelor of Commerce (1995)

Level of Qualification: Level 7 - Bachelor Degree

Institution: University of Western Australia (UWA)

My Memberships

Financial Planning Association (FPA)

Level of Membership:

Australian Financial Planner

Financial Services Institute of Australia (FINSIA)

Level of Membership:

Fellow

My Fees

Personal Advice

starting from $550

Ongoing Advice

N/A

Details

N/A

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