Thomas Phillip Charles Mccarthy – Financial Adviser
Adviser identifying number: 1241501
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: MERIT WEALTH PTY LTD
Licence number: 409361
Licensee’s ABN: 89125557002
Licence controlled by: EASTON INVESTMENTS LIMITED
The date the Financial Adviser commenced the appointment: 02/05/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MERIT WEALTH PTY LTD
Authorised Representative identifying number: 409361
Authorised Representative’s ABN: 89125557002
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- ASIC RG146 Self Managed Superannuation Funds – Financial Education Professionals
- Diploma of Financial Planning – TAFE NSW
- Graduate Certificate of Chartered Accounting Foundations – Deakin University
- Graduate Diploma of Chartered Accounting – The Institute of Chartered Accountants in Australia
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
Thomas Phillip Charles Mccarthy is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Superannuation