Thomas Surman Financial Planner Report

Name:
Thomas Surman

Rep Number:
001237884

Status:
Current

First Advice:
2015

Disciplinary action:
No action

Most Recent Role:
2017-07-11 onwards

Licensee
Name:

Number:
000244252

ABN:
61 094 529 987

Controlled By:

Appointed By
Name:
Millennium 3 Financial Services Pty Ltd

Licence Number:
000244252

ABN:
61 094 529 987

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
All Securities
Superannuation

Qualifications
University of Adelaide
Bachelor of Commerce (Accounting)
The Institute of Chartered Accountants Australia
Chartered Accountants Program/Graduate Diploma (ICCA)
Kaplan
Diploma of Financial Planning