Financial Adviser
· MAITLAND, NSW
Ryan Joseph Threlfo
No disciplinary history on record with ASIC
MAITLAND,
NSW
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000320664
Ryan Joseph Threlfo is a financial adviser based in Maitland, New South Wales, with 10 years of experience in the financial services industry since 2016. Ryan is currently authorised under Anova Financial Group. Ryan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ryan's qualifications include a Bachelor of Finance from The University of Newcastle. Ryan is a member of CPA Australia (CPA) and Chartered Accountants Australia and New Zealand (CA ANZ).
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
2005
Bachelor of Finance
The University of Newcastle
2008
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Ltd
2011
The Certified Practising Accountants Program (CPA)
Certified Public Accountants of Australia Pty Ltd
2016
ASIC RG146 Self Managed Superannuation Funds
Financial Education Professionals
2018
Diploma of Financial Planning
International Institute of Technology
2022
The Chartered Accountant Program (CA)
Chartered Accountants Australia and New Zealand
2025
Ethics and Professionalism in Financial Advice FPC002B
Ethics - Kaplan Higher Education Pty Ltd
Registration History
Financial product advice restricted as per Notice of Authorisation issued
-Financial Product advice is limited to SMSF -Product class advice on Superannuation
Source: ASIC Financial Advisers Register