Leith Anthony Thomas – Financial Adviser

Adviser identifying number: 1243972
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005

Name of the licence holder: AUSTRALIAN FINANCIAL FREEDOM PTY LTD
Licence number: 484998
Licensee’s ABN:
Licence controlled by: The Trustee for LAT Family Trust

The date the Financial Adviser commenced the appointment: 01/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALIAN FINANCIAL FREEDOM PTY LTD
Authorised Representative identifying number: 484998
Authorised Representative’s ABN:

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:

  • Bachelor of Commerce (Major Accounting and Applied Finance (Financial Planning), Minor: Business Law – University of Wollongong
  • Bachelor of Commerce (Major: Accounting and Applied Finance (Financial Planning), Minor: Bus Law) – University of Wollongong
  • Masters in Applied Finance. Major Investment Management – Kaplan Professional
  • Masters of Applied Finance (Major: Investment Management) – Kaplan Professional
  • Registered Tax Agent – Not Applicable
  • Registered Tax Agent – Not applicable
  • SMSF Association SMSF Specialist Advisoer – SMSF Association
  • SMSF Association Specialist Adviser – SMSF Association

Relevant memberships of professional bodies or industry associations:

  • Boutique Financial Planning Pricipals Group (BFP)
  • SMSF Association
  • SMSF Association

Leith Anthony 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
  • Securities
  • Superannuation
  • Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services