Verghese Thomas
Financial Adviser in Norwest, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005035
- Location
- Norwest NSW 2153
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 11 June 2019
- First provided advice
- 2005
- Qualifications
- Diploma of Financial Services (Financial Planning), Tribeca Learning (Aust) Pty Limited (2006); Margin Lending and Geared Investments, Kaplan Education Pty Limited (2010); Self Managed Superannuation Funds, Kaplan Education Pty Ltd (2010); Advanced Diploma Of Financial Services (Financial Planning), Kaplan Education Pty Limited (2011); FPC002b Ethics and Professionalism in Financial Advice, Kaplan Education Pty Ltd (2020)
- Advice areas
- superannuation, 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 Verghese Thomas
Verghese Thomas is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Norwest, New South Wales (adviser number 001005035).
Verghese provides advice as an authorised representative of Synchron Advice Pty Ltd, which holds Australian financial services licence 243313. The current authorisation started on 11 June 2019.
According to the register, Verghese first provided financial advice in 2005. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Tribeca Learning (Aust) Pty Limited, 2006), Margin Lending and Geared Investments (Kaplan Education Pty Limited, 2010) and Self Managed Superannuation Funds (Kaplan Education Pty Ltd, 2010).
Verghese is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, 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 Verghese Thomas a registered financial adviser?
Yes. Verghese Thomas is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005035.
Which licensee does Verghese Thomas work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can Verghese Thomas give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.