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