Steven James Thomas – Financial Adviser

Adviser identifying number: 1251133
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

Name of the licence holder: AUSTRALIAN CAPITAL FINANCIAL PLANNING PTY LTD
Licence number: 380552
Licensee’s ABN: 34122486935
Licence controlled by: BARRY PARKER

The date the Financial Adviser commenced the appointment: 10/01/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALIAN CAPITAL FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 380552
Authorised Representative’s ABN: 34122486935

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 – Deakin University
• CPA Practice Certificate – CPA Australia
• Diploma of Financial Planning – Integrity Education Group
• Diploma of Financial Services – Integrity Education Group

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Steven James Thomas is authorised to provide advices on following products:

• Government Debentures, Stocks or Bonds
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Superannuation