Financial Adviser
· SYDNEY, NSW
Felicity Thomas
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003277
Felicity Thomas is a financial adviser based in Sydney, New South Wales, with 12 years of experience in the financial services industry. Felicity is currently authorised under Shaw And Partners Limited. Felicity 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 Master of Financial Planning from Kaplan Higher Education Pty Ltd.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2015
Master of Financial Planning
Kaplan Higher Education Pty Ltd
2015
Self Managed Superannuation Fund
Kaplan Higher Education Pty Ltd
Registration History
SHAW AND PARTNERS FINANCIAL PLANNING PTY LTD
ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Source: ASIC Financial Advisers Register