Financial Adviser
· PERTH, WA
Rory Jo Thomson
No disciplinary history on record with ASIC
PERTH,
WA
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000260161
Licensee
Melbourne, VIC (licence address on ASIC register)
About Rory Jo Thomson
Rory Jo Thomson is a financial adviser based in Perth, Western Australia, with 26 years of experience in the financial services industry since 2000. Rory works at Canaccord Genuity Financial, which is licensed through Canaccord Genuity Financial Limited. Rory holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Rory's qualifications include a Certified Financial Planner from Financial Planning Association. Rory is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2001
ADA2
ASX
2015
Graduate Diploma of Financial Planning
KAPLAN
2017
Certified Financial Planner
Financial Planning Association
2019
Ethics and Professionalism in Financial Advice
Ethics - KAPLAN
2019
Relevant Provider Exam
FASEA