TREVOR THOMAS
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1985 - Bachelor of Economics (Hons) - Bachelor Honours Degree (AQF 8) - The University of Sydney
1991 - Master of Business Administration - Masters Degree (AQF 9) - Eastern University USA
1998 - Diploma of Financial Planning - Diploma (AQF 5) - Securities Institute
2001 - FPA's CFP 1-4 Program - Professional Designations - Financial Advice Association of Australia Limited
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
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.