Financial Adviser
· PORT MACQUARIE, NSW
Glenda Lee Thomas
No disciplinary history on record with ASIC
PORT MACQUARIE,
NSW
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004223
Glenda Lee Thomas is a financial adviser based in Port Macquarie, New South Wales, with 16 years of experience in the financial services industry since 2010. Glenda is currently authorised under Pentagon Advisory. Glenda holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Glenda's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Glenda 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Diploma of Financial Services
Kaplan Education Pty Ltd
2011
Margin Lending and Geared Investments
Kaplan Education Pty Ltd
2012
Advanced Diploma of Financial Planning
Kaplan Education Pty Ltd
2013
Self Managed Superannuation Funds
Kaplan Education Pty Ltd
2019
Accredited Listed Product Adviser (ALPA) Program
Kaplan Education Pty Ltd
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2023
FPE010 Aged Care
Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register