Financial Adviser
· KILMORE EAST, VIC
Sara Jane Thomas
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001252228
Sara Jane Thomas is a financial adviser based in Kilmore East, Victoria, with 14 years of experience in the financial services industry. Sara is currently authorised under Insight Investment Partners Pty Ltd. Sara 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 Business from - RMIT.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Advanced Diploma Financial Planning
Kaplan
2013
Bachelor of Business
- RMIT
2013
Margin Lending Specialist Unit
Kaplan
2016
Foreign Exchange Specialist Unit
Kaplan
2017
Tax (Financial) Adviser
Tax Practitioners Board
2019
Ethics and Professionalism in Financial Advice completed
Ethics - Kaplan