Simon Thomas Financial Planner Report

Name:
Simon John Thomas

Rep Number:
000249213

Status:
Current

First Advice:
1994

Disciplinary action:
No action

Most Recent Role:
2004-01-01 onwards

Location:
Gympie, , QLD, 0

ABN:
23 918 597 552

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
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Intellitrain Pty Ltd
Certificate IV Financial Services (Finance/Mortgage Broking)
Financial Planning Assocation of Australia (FPA)
Diploma of Financial Planning

Memberships
FBAA - Finance Brokers Association of Australia