Trevor Thomas
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005612
- Location
- Sydney NSW 2000
- Licensee
- Ethinvest Pty. Limited (AFSL 223718)
- Authorised since
- 25 October 2002
- First provided advice
- 1998
- Qualifications
- Bachelor of Economics (Hons), The University of Sydney (1985); Master of Business Administration, Eastern University USA (1991); Diploma of Financial Planning, Securities Institute (1998); FPA's CFP 1-4 Program, Financial Advice Association of Australia Limited (2001); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2020)
- 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 Trevor Thomas
On the Financial Advisers Register kept by ASIC, Trevor Thomas appears as a current financial adviser in Sydney, New South Wales, adviser number 001005612.
Advice is given under the Australian financial services licence of Ethinvest Pty. Limited, licence number 223718. The current authorisation started on 25 October 2002.
According to the register, Trevor first provided financial advice in 1998. Qualifications and training on file include Bachelor of Economics (Hons) (The University of Sydney, 1985), Master of Business Administration (Eastern University USA, 1991) and Diploma of Financial Planning (Securities Institute, 1998). Trevor 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 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 Trevor Thomas a registered financial adviser?
Yes. Trevor Thomas is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005612.
Which licensee does Trevor Thomas work under?
Ethinvest Pty. Limited, Australian financial services licence 223718.
What can Trevor 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.