Financial Adviser
· BROADBEACH WATERS, QLD
Brett Andrew Thomas
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000409809
Brett Andrew Thomas is a financial adviser based in Broadbeach Waters, Queensland, with 15 years of experience in the financial services industry. Brett is currently authorised under Alliance Wealth Pty Ltd. Brett 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 Commence in Financial Planning & Investments from Griffith University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Commence in Financial Planning & Investments
Griffith University
2012
Self Managed Superannuation Funds
Kaplan Professional Education
2014
Cert IV in Finanace and Mortgage Broking
Kaplan Professional Education
Registration History
GUARDIANFP PTY LIMITED
Superannuation excludes SMSF Advice
Source: ASIC Financial Advisers Register