Financial Adviser · MELBOURNE, VIC

Thomas Raymond Weir

MELBOURNE, VIC

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 000267298

Currently at

B & W Additions

Melbourne, VIC (firm address)

View firm profile

About Thomas Raymond Weir

Thomas Raymond Weir is a financial adviser based in Melbourne, Victoria, with 22 years of experience in the financial services industry since 2004. Thomas is currently authorised under Capstone Financial Planning, operating through B & W Additions. 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 Master of Taxation from University of Melbourne. Thomas is a member of Financial Advice Association of Australia (FAAA) and Institute of Financial Professionals Australia.

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

1996

Master of Taxation

University of Melbourne

2000

Completed DFP 1 equivalent subject Institute of Chartered Accountants

Securities Institute

2003

Completed Subjects 2-6 of a Diploma of Financial Planning

FPA-Deakin

2005

Self Managed Superannuation Funds Specialist Advisor

SMSF Professionals Association of Australia

2010

Margin Lending and Geared Investments

Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd

Jan 2025 - Present Current

Count Financial Limited

Feb 2020 - Jan 2025 Ceased

TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD

Oct 2010 - Feb 2020 Ceased

TVISION PTY LTD

Feb 2004 - Sep 2010 Ceased

Source: ASIC Financial Advisers Register