Financial Adviser
· GYMPIE, QLD
Simon John Thomas
No disciplinary history on record with ASIC
GYMPIE,
QLD
32
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000249213
Simon John Thomas is a financial adviser based in Gympie, Queensland, with 32 years of experience in the financial services industry since 1994. Simon is currently authorised under Wealth Today, operating through Sage Financial Planning. Simon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Simon's qualifications include a Diploma of Financial Planning (Units 1 through to 7) from FPA. Simon is a member of FBAA - Finance Brokers Association of Australia.
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
2003
Diploma of Financial Planning (Units 1 through to 7)
FPA
2010
Margin Lending and Geared Investments
Kaplan Education Pty Ltd
2024
Accredited Aged Care Professional
Aged Care Steps
2025
Commercial Law
Kaplan Education Pty Ltd
2025
Tax for Financial Advising
Kaplan Education Pty Ltd
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