GLENDA LEE THOMAS
Financial Adviser · Kingscliff, NSW
📚 Qualifications & Training
2008 - Diploma of Financial Services - Diploma (AQF 5) - Kaplan Education Pty Ltd
2011 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Ltd
2012 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd
2013 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Ltd
2019 - Accredited Listed Product Adviser (ALPA) Program - Other - Kaplan Education Pty Ltd
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2023 - FPE010 Aged Care - Other - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ 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.