Alison Thomas
Financial Adviser in South Windsor, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000385781
- Location
- South Windsor NSW 2756
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 5 July 2018
- First provided advice
- 2010
- Qualifications
- Bachelor of Business, Charles Sturt University (2009); Diploma of Financial Services, Kaplan Professional (2010); Margin Lending and Geared Investments, Kaplan Professional (2011)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Alison Thomas
On the Financial Advisers Register kept by ASIC, Alison Thomas appears as a current financial adviser in South Windsor, New South Wales, adviser number 000385781.
The licensee Alison advises under is Lifespan Financial Planning Pty Ltd (AFS licence 229892). The current authorisation started on 5 July 2018.
The register records 2010 as the year Alison first provided financial advice. The qualifications listed for Alison include Bachelor of Business (Charles Sturt University, 2009), Diploma of Financial Services (Kaplan Professional, 2010) and Margin Lending and Geared Investments (Kaplan Professional, 2011). Alison is recorded as a member of Financial Advice Association of Australia (FAAA).
Alison is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Alison Thomas a registered financial adviser?
Yes. Alison Thomas is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000385781.
Which licensee does Alison Thomas work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Alison Thomas give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.