Glenda Lee Thomas
Financial Adviser in Port Macquarie, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004223
- Location
- Port Macquarie NSW 2444
- Licensee
- Pentagon Advisory Pty Ltd (AFSL 530707)
- Authorised since
- 1 February 2022
- First provided advice
- 2010
- Qualifications
- Diploma of Financial Services, Kaplan Education Pty Ltd (2008); Margin Lending and Geared Investments, Kaplan Education Pty Ltd (2011); Advanced Diploma of Financial Planning, Kaplan Education Pty Ltd (2012); Self Managed Superannuation Funds, Kaplan Education Pty Ltd (2013); Accredited Listed Product Adviser (ALPA) Program, Kaplan Education Pty Ltd (2019); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2019); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2021); FPE010 Aged Care, Kaplan Higher Education Pty Limited (2023)
- 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 Glenda Lee Thomas
Glenda Lee Thomas is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Port Macquarie, New South Wales (adviser number 001004223).
Glenda provides advice as an authorised representative of Pentagon Advisory Pty Ltd, which holds Australian financial services licence 530707. The current authorisation started on 1 February 2022.
According to the register, Glenda first provided financial advice in 2010. The qualifications listed for Glenda include Diploma of Financial Services (Kaplan Education Pty Ltd, 2008), Margin Lending and Geared Investments (Kaplan Education Pty Ltd, 2011) and Advanced Diploma of Financial Planning (Kaplan Education Pty Ltd, 2012). Glenda is recorded as a member of Financial Advice Association of Australia (FAAA).
Glenda 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 Glenda Lee Thomas a registered financial adviser?
Yes. Glenda Lee Thomas is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004223.
Which licensee does Glenda Lee Thomas work under?
Pentagon Advisory Pty Ltd, Australian financial services licence 530707.
What can Glenda Lee 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.