Financial Adviser
· SYDNEY, NSW
Trevor Thomas
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005612
Trevor Thomas is a financial adviser based in Sydney, New South Wales, with 28 years of experience in the financial services industry. Trevor is currently authorised under Ethinvest Pty. Limited. Trevor 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 FPA's CFP 1-4 Program from Financial Advice Association of Australia Limited. Trevor 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
1985
Bachelor of Economics (Hons)
The University of Sydney
1991
Master of Business Administration
Eastern University USA
1998
Diploma of Financial Planning
Securities Institute
2001
FPA's CFP 1-4 Program
Financial Advice Association of Australia Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited