Robert Grenfell Thomas
Financial Adviser in Belrose, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000283176
- Location
- Belrose NSW 2085
- Licensee
- Strategic Financial Advisers Pty. Ltd. (AFSL 535997)
- Authorised since
- 4 July 2022
- First provided advice
- 2001
- Qualifications
- Bachelor of Commerce, University of Melbourne (1985); CPA Program, CPA Australia (1997); Certified Financial Planner, Deakin University (2005)
- Memberships
- CPA Australia (CPA); 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 Robert Grenfell Thomas
Robert Grenfell Thomas is a financial adviser in Belrose, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000283176.
Advice is given under the Australian financial services licence of Strategic Financial Advisers Pty. Ltd., licence number 535997. The current authorisation started on 4 July 2022.
The register records 2001 as the year Robert first provided financial advice. The qualifications listed for Robert include Bachelor of Commerce (University of Melbourne, 1985), CPA Program (CPA Australia, 1997) and Certified Financial Planner (Deakin University, 2005). Robert is recorded as a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Robert 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 Robert Grenfell Thomas a registered financial adviser?
Yes. Robert Grenfell Thomas is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000283176.
Which licensee does Robert Grenfell Thomas work under?
Strategic Financial Advisers Pty. Ltd., Australian financial services licence 535997.
What can Robert Grenfell 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.