Mark David Thomas
Financial Adviser in Rozelle, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000341908
- Location
- Rozelle NSW 2039
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 8 June 2012
- First provided advice
- 1993
- Qualifications
- Bachelor of Economics, Sydney University (1986); Professional Diploma in Stockbroking, Deakin University (2002); SDIA Accreditation Program, Deakin University (2002); Ethics and Professional Relationships, QUT (2020)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, standard margin lending, derivatives, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Mark David Thomas
Mark David Thomas is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Rozelle, New South Wales (adviser number 000341908).
The licensee Mark advises under is Morgans Financial Limited (AFS licence 235410). The current authorisation started on 8 June 2012.
According to the register, Mark first provided financial advice in 1993. The qualifications listed for Mark include Bachelor of Economics (Sydney University, 1986), Professional Diploma in Stockbroking (Deakin University, 2002) and SDIA Accreditation Program (Deakin University, 2002).
The authorisation covers advice on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and standard margin lending, 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 Mark David Thomas a registered financial adviser?
Yes. Mark David Thomas is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000341908.
Which licensee does Mark David Thomas work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Mark David Thomas give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; standard margin lending; derivatives; managed discretionary account services.