Simon John Thomas
Financial Adviser in Gympie, Queensland, Australia
Review Simon John Thomas
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000249213
- Location
- Gympie QLD 4570
- Licensee
- Wealth Today Pty Ltd (AFSL 340289)
- Authorised since
- 6 July 2022
- First provided advice
- 1994
- Qualifications
- Diploma of Financial Planning (Units 1 through to 7), FPA (2003); Margin Lending and Geared Investments, Kaplan Education Pty Ltd (2010); Accredited Aged Care Professional, Aged Care Steps (2024); Commercial Law, Kaplan Education Pty Ltd (2025); Tax for Financial Advising, Kaplan Education Pty Ltd (2025)
- Memberships
- FBAA - Finance Brokers Association of Australia
- 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 Simon John Thomas
Simon John Thomas is a financial adviser in Gympie, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000249213.
The licensee Simon advises under is Wealth Today Pty Ltd (AFS licence 340289). That authorisation dates from 6 July 2022.
According to the register, Simon first provided financial advice in 1994. The qualifications listed for Simon include Diploma of Financial Planning (Units 1 through to 7) (FPA, 2003), Margin Lending and Geared Investments (Kaplan Education Pty Ltd, 2010) and Accredited Aged Care Professional (Aged Care Steps, 2024). Simon is recorded as a member of FBAA – Finance Brokers Association of Australia.
The authorisation covers advice 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.
Reviews
Nobody has reviewed Simon John Thomas here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Simon John Thomas a registered financial adviser?
Yes. Simon John Thomas is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000249213.
Which licensee does Simon John Thomas work under?
Wealth Today Pty Ltd, Australian financial services licence 340289.
What can Simon John 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.