Financial Adviser · NEW LAMBTON, NSW

Andrew Sean Thomas

NEW LAMBTON, NSW

12 Years experience

Tax advice
authorised

ASIC Registered · ADV 000456666

Currently at

One Harbour Advisory - New Lambton

Bundall, QLD (firm address)

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Andrew Sean Thomas is a financial adviser based in New Lambton, New South Wales, with 12 years of experience in the financial services industry since 2014. Andrew is currently authorised under Alliance Wealth, operating through One Harbour Advisory - New Lambton. Andrew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Andrew's qualifications include a Bachelor of Business (International Business) from University of Newcastle. Andrew is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2012

Bachelor of Business (International Business)

University of Newcastle

2012

Bachelor of Commerce (Economics & Finance)

University of Newcastle

2014

Advanced Diploma of Financial Planning

Kaplan Professional

2014

Diploma of Financial Planning

Kaplan Professional

2015

Specialist SMSF Course

SuperConcepts & university of Adelaide

2015

Tier 1 Margin Lending

Other - Kaplan Professional

2016

Accredited Listed Product Adviser Program

Kaplan Professional

2018

Diploma of Finance and Mortgage Broking Management

Kaplan Professional

2020

Ethics in Financial Services Course (GSBS6516)

Ethics - University of Newcastle

Registration History

Alliance Wealth Pty Ltd

Jul 2023 - Present Current

Charter Financial Planning Limited

Apr 2014 - Dec 2022 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register