GORDON GREY THOMS

Financial Adviser Β· Melbourne, VIC

Registered

Registration Number

000293637

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

1991

Registration Date

07/11/2019

Financial Services Licensee

OREANA FINANCIAL SERVICES PTY LTD

Licence #000482234

πŸ“š Qualifications & Training

1987 - Bachelor Degree - Economics - - Monash University
1993 - Graduate Diploma - Applied Finance and Investment - - Financial Services Institute of Australia
2005 - CFP - Certified Financial Planner - - Financial Planning Association of Australia

🏒 Professional Memberships

Family Business Association (FBA)
Financial Advice Association of Australia (FAAA)
Financial Services Institute of Australasia (FINSIA)

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.