Kevin John Thomas – Financial Adviser

Adviser identifying number: 235340
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1978

Name of the licence holder: THE FINANCIALLINK GROUP PTY LTD
Licence number: 240938
Licensee’s ABN: 12055622967
Licence controlled by: BEACON FINANCIAL GROUP PTY LIMITED

The date the Financial Adviser commenced the appointment: 21/10/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THE FINANCIALLINK GROUP PTY LTD
Authorised Representative identifying number: 240938
Authorised Representative’s ABN: 12055622967

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • RG146 Training Course – Estate Planning, Taxation Planning – Kaplan Education
  • RG146 Training Course – Financial Planning Principles and Practice Course – Securities Institute Education
  • RG146 Training Course – Investment Planning 1 – Tribeca
  • RG146 Training Course – Risk Management and Insurance Planning – Financial Planning Association of Australia

Relevant memberships of professional bodies or industry associations:

Kevin John Thomas is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation