Financial Adviser
· BURLEIGH HEADS, QLD
Lloyd Robertson Thomas
No disciplinary history on record with ASIC
BURLEIGH HEADS,
QLD
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000276881
Licensee
Burleigh Heads, QLD (licence address on ASIC register)
About Lloyd Robertson Thomas
Lloyd Robertson Thomas is a financial adviser based in Burleigh Heads, Queensland, with 22 years of experience in the financial services industry since 2004. Lloyd is currently authorised under Australian Consolidated Planning And Insurance Group. Lloyd holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lloyd's qualifications include a Risk Management from integretec. Lloyd 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
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2002
Risk Management
integretec
2002
Superannuation and Retirement Planning
integratec
2005
Managed Investments
Tribeca
2005
Securities
Tribeca
2020
Economic & Legal for Financial Planning
Kaplan FPC001B
2021
Client Engagement Skills
Kaplan FPC007B
2021
Ethics & Professionalism in Financial Advice
Kaplan FPC002B
2021
Superannuation & Retirement Advice
Kaplan FPC003
2022
Insurance Advice
Kaplan FPC004
2022
Taxation for Financial Planning
Kaplan FPC006
2023
Estate & Succession Planning
Kaplan FPC005
2023
Investment Advice
Kaplan FPC008