Financial Adviser
· NORWEST, NSW
Verghese Thomas
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005035
Verghese Thomas is a financial adviser based in Norwest, New South Wales, with 21 years of experience in the financial services industry. Verghese is currently authorised under Synchron Advice Pty Ltd. Verghese 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 Advanced Diploma Of Financial Services (Financial Planning) from Kaplan Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Diploma of Financial Services (Financial Planning)
Tribeca Learning (Aust) Pty Limited
2010
Margin Lending and Geared Investments
Kaplan Education Pty Limited
2010
Self Managed Superannuation Funds
Kaplan Education Pty Ltd
2011
Advanced Diploma Of Financial Services (Financial Planning)
Kaplan Education Pty Limited
2020
FPC002b Ethics and Professionalism in Financial Advice
Ethics - Kaplan Education Pty Ltd
Registration History
Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.
Source: ASIC Financial Advisers Register