Nelson Thomas – Financial Adviser
Adviser identifying number: 416517
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012
Name of the licence holder: MERIT WEALTH PTY LTD
Licence number: 409361
Licensee’s ABN: 89125557002
Licence controlled by: EASTON INVESTMENTS LIMITED
The date the Financial Adviser commenced the appointment: 12/05/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MERIT WEALTH PTY LTD
Authorised Representative identifying number: 409361
Authorised Representative’s ABN: 89125557002
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:
- Advanced Certificate in Accounting – Box Hill Institute
- Advanced Diploma of Accounting – The Carlyle Institute Pty Ltd
- Diploma of Financial Planning – The Carlyle Institute Pty Ltd
- RG146 Self Managed Superannuation Funds – Financial Education Professionals
Relevant memberships of professional bodies or industry associations:
Nelson Thomas is authorised to provide advices on following products:
- Superannuation