Data sourced from ASIC Financial Advisers Register
Financial Adviser · MONA VALE, NSW

Tomas Weiszer

MONA VALE, NSW
10 Years experience
Tax advice
authorised
ASIC Registered · ADV 001245914
Currently at
Beweiszer Financial Planning
Melbourne, VIC (firm address)
View firm profile

About Tomas Weiszer

Tomas Weiszer is a financial adviser based in Mona Vale, New South Wales, with 10 years of experience in the financial services industry since 2016. Tomas is currently authorised under Capstone Financial Planning, operating through Beweiszer Financial Planning. Tomas holds authorisations to advise on superannuation and deposit products, as well as tax financial advice services (TFAS). Tomas's qualifications include a Master of Accounting from Macquarie University. Tomas is a member of CPA Australia (CPA), Chartered Accountants Australia and New Zealand (CA ANZ) and The Tax Institute.

Authorised to Advise On

Tax Financial Advice Superannuation Deposit Products

Restrictions: Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products.

Authorised to provide tax financial advice services

Qualifications and Training

2005
Taxation Law ACCG857
Macquarie University
2006
Business Law ACCG851
Macquarie University
2006
Financial Risk Management
CPA Australia
2007
CPA Program
CPA Australia
2007
Master of Accounting
Macquarie University
2008
Chartered Accountant
Institute of Chartered Accountants in Australia
2012
CTA2A Advanced
The Tax Institute
2013
CTA2B
The Tax Institute
2015
Diploma of Financial Planning
Kaplan Professional
2017
CTA1 Foundations
The Tax Institute
2018
Graduate Diploma of Applied Tax Law
The Tax Institute
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd
Feb 2021 - Present Current
Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products.
FINANCIAL SERVICES PARTNERS PTY LIMITED
Dec 2019 - Feb 2021 Ceased
Government Debentures, Stocks or Bonds: Class of product only
Capstone Financial Planning Pty Ltd
Aug 2016 - Dec 2019 Ceased
Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products, non-basic deposit products, securities, simple managed investment schemes, and life risk insurance products.

Source: ASIC Financial Advisers Register