SIMON JOHN THOMAS
Financial Adviser · Gympie, QLD
📚 Qualifications & Training
2003 - Diploma of Financial Planning (Units 1 through to 7) - Other - FPA
2010 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Ltd
2024 - Accredited Aged Care Professional - Professional Designations - Aged Care Steps
2025 - Commercial Law - Other - Kaplan Education Pty Ltd
2025 - Tax for Financial Advising - Other - Kaplan Education Pty Ltd
🏢 Professional Memberships
FBAA - Finance Brokers Association of Australia
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.