Financial Adviser
· SYDNEY, NSW
Thomas Lyon
No disciplinary history on record with ASIC
SYDNEY,
NSW
5
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001282369
About Thomas Lyon
Thomas Lyon is a financial adviser based in Sydney, New South Wales, with 5 years of experience in the financial services industry since 2021. Thomas is currently authorised under Pwp Advisory, operating through Private Wealth Partners Advisory. 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 Bachelor of Commerce (Financial Planning) from Griffith University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2016
Bachelor of Commerce (Financial Planning)
Griffith University
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2023
Grad Dip of Psychological Science
Deakin University