Financial Adviser
· BELROSE, NSW
Robert Grenfell Thomas
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000283176
Robert Grenfell Thomas is a financial adviser based in Belrose, New South Wales, with 25 years of experience in the financial services industry. Robert is currently authorised under Strategic Financial Advisers Pty. Ltd. Robert holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Deakin University. Robert is a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
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
1985
Bachelor of Commerce
University of Melbourne
1997
CPA Program
CPA Australia
2005
Certified Financial Planner
Deakin University
Registration History
FINANCIAL MASTERPLAN PTY LTD
CMH FINANCIAL GROUP PTY LTD
SECURITOR FINANCIAL GROUP PTY LIMITED
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register