Financial Adviser
· PERTH, WA
Declan Thomas
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001256866
Declan Thomas is a financial adviser based in Perth, Western Australia, with 9 years of experience in the financial services industry. Declan is currently authorised under Australian Fsl Pty Ltd. Declan 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 Certified Financial Planner from Financial Advice Association of Australia Ltd. Declan 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
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2016
Bachelor of Commerce
The University of Western Australia
2016
Diploma of Financial Planning
Kaplan Professional
2017
Advance Diploma Financial Planning
Kaplan Professional
2018
Self Managed Superannuation Funds
Kaplan Professional
2018
Tier 1 Margin lending
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2021
Certified Financial Planner
Financial Advice Association of Australia Ltd
Registration History
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register