ROBERT GRENFELL THOMAS
Financial Adviser · Belrose, NSW
📚 Qualifications & Training
1985 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Melbourne
1997 - CPA Program - Professional Designations - CPA Australia
2005 - Certified Financial Planner - Professional Designations - Deakin University
🏢 Professional Memberships
CPA Australia (CPA)
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.