NEIL ANTHONY THOMASON
Financial Adviser · Carine, WA
📚 Qualifications & Training
1997 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Murdoch University
2002 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute
2008 - Self Managed Superannuation Fund Adviser Education Program - Other - Financial Essentials
2011 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education Pty Ltd
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.