Alan Thomas Financial Planner Report

Name:
Alan Keith Thomas

Rep Number:
000253456

Status:
Current

First Advice:
1996

Disciplinary action:
No action

Most Recent Role:
2015-09-04 onwards

Licensee
Name:

Number:
000234665

ABN:
35 002 976 294

Controlled By:

Appointed By
Name:
Charter Financial Planning Limited

Licence Number:
000234665

ABN:
35 002 976 294

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
Western Australia College of Advanced Education
Bachelor of Business
Deakin University
Diploma of Financial Planning

Memberships
CFP Certified Financial Planner (FPA)
Financial Planning Association of Australia (FPA)