Joan Thomas Financial Planner Report

Name:
Joan Thomas

Rep Number:
000248637

Status:
Current

First Advice:
1985

Disciplinary action:
No action

Most Recent Role:
2004-01-01 onwards

ABN:
84 437 651 740

Licensee
Name:

Number:
000232706

ABN:
89 051 208 327

Controlled By:

Appointed By
Name:
AMP Financial Planning Pty Limited

Licence Number:
000232706

ABN:
89 051 208 327

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Superannuation

Qualifications
Kaplan Professional
Certificate IV Financial Services (Finance/Mortgage Broking)
Financial Planning Association (FPA)
Diploma of Financial Planning

Memberships
CFP - Certified Financial Planner (FPA)