Financial Adviser
· SYDNEY, NSW
Fiona Clare Thomas
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001256708
Fiona Clare Thomas is a financial adviser based in Sydney, New South Wales, with 24 years of experience in the financial services industry. Fiona is currently authorised under Ethinvest Pty. Limited. Fiona 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 Social Development from University of New South Wales. Fiona is a member of Ethical Advisers Cooperative (EAC) and Responsible Investment Association of Australasia (RIAA).
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
1997
Bachelor of Arts
The University of Sydney
2003
Diploma of Financial Services (Financial Planning)
Integratec
2004
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2009
Master of Social Development
University of New South Wales
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited