LEITH ANTHONY THOMAS
Financial Adviser · Wollongong, NSW
📚 Qualifications & Training
2006 - Bachelor of Commerce (Major Accounting and Applied Finance (Financial Planning), Minor: Business Law - Bachelor Degree (AQF 7) - University of Wollongong
2006 - Bachelor of Commerce (Major: Accounting and Applied Finance (Financial Planning), Minor: Bus Law) - - University of Wollongong
2010 - SMSF Association SMSF Specialist Advisoer - - SMSF Association
2010 - SMSF Association Specialist Adviser - - SMSF Association
2012 - Registered Tax Agent - - Not Applicable
2013 - Masters in Applied Finance. Major Investment Management - - Kaplan Professional
2013 - Masters of Applied Finance (Major: Investment Management) - - Kaplan Professional
2014 - Registered Tax Agent - - Not applicable
🏢 Professional Memberships
Boutique Financial Planning Pricipals Group (BFP)
SMSF Association
SMSF Association
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.