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