Financial Adviser
· SOUTH WINDSOR, NSW
Alison Thomas
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000385781
Alison Thomas is a financial adviser based in South Windsor, New South Wales, with 16 years of experience in the financial services industry. Alison is currently authorised under Lifespan Financial Planning Pty Ltd. Alison 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 Bachelor of Business from Charles Sturt University. Alison is a member of 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
2009
Bachelor of Business
Charles Sturt University
2010
Diploma of Financial Services
Kaplan Professional
2011
Margin Lending and Geared Investments
Kaplan Professional