Financial Adviser
· AVOCA, QLD
Daniel Martin Thomas
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000278808
Daniel Martin Thomas is a financial adviser based in Avoca, Queensland, with 22 years of experience in the financial services industry since 2004. Daniel is currently authorised under Seq Advice Wealth Pty Limited, operating through Seq Advice Wealth. Daniel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Daniel's qualifications include a Bachelor of Commerce (Financial Planning and Investments) from Griffith University. Daniel is a member of SMSF Association.
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
2004
Bachelor of Commerce (Financial Planning and Investments)
Griffith University
2016
Certificate IV in Finance and Mortgage Broking
Kaplan Professional
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register