Andrew Sean Thomas
Financial Adviser in New Lambton, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000456666
- Location
- New Lambton NSW 2305
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 3 July 2023
- First provided advice
- 2014
- Qualifications
- Bachelor of Business (International Business), University of Newcastle (2012); Bachelor of Commerce (Economics & Finance), University of Newcastle (2012); Advanced Diploma of Financial Planning, Kaplan Professional (2014); Diploma of Financial Planning, Kaplan Professional (2014); Specialist SMSF Course, SuperConcepts & university of Adelaide (2015); Tier 1 Margin Lending, Kaplan Professional (2015); Accredited Listed Product Adviser Program, Kaplan Professional (2016); Diploma of Finance and Mortgage Broking Management, Kaplan Professional (2018); Ethics in Financial Services Course (GSBS6516), University of Newcastle (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Andrew Sean Thomas
On the Financial Advisers Register kept by ASIC, Andrew Sean Thomas appears as a current financial adviser in New Lambton, New South Wales, adviser number 000456666.
The licensee Andrew advises under is Alliance Wealth Pty Ltd (AFS licence 449221). The current authorisation started on 3 July 2023.
According to the register, Andrew first provided financial advice in 2014. Qualifications and training on file include Bachelor of Business (International Business) (University of Newcastle, 2012), Bachelor of Commerce (Economics & Finance) (University of Newcastle, 2012) and Advanced Diploma of Financial Planning (Kaplan Professional, 2014). Andrew is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Andrew Sean Thomas a registered financial adviser?
Yes. Andrew Sean Thomas is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000456666.
Which licensee does Andrew Sean Thomas work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Andrew Sean Thomas give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.