DECLAN THOMAS
Financial Adviser Ā· Subiaco, WA
š Qualifications & Training
2016 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Western Australia
2016 - Diploma of Financial Planning - - Kaplan Professional
2017 - Advance Diploma Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2018 - Self Managed Superannuation Funds - - Kaplan Professional
2018 - Tier 1 Margin lending - - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2021 - Certified Financial Planner - Professional Designations - Financial Advice Association of Australia Ltd
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
ā¹ļø What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.