Financial Adviser
· ROZELLE, NSW
Mark David Thomas
No disciplinary history on record with ASIC
ROZELLE,
NSW
33
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000341908
Mark David Thomas is a financial adviser based in Rozelle, New South Wales, with 33 years of experience in the financial services industry since 1993. Mark is currently authorised under Morgans Financial Limited, operating through Morgans Financial. Mark holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Mark's qualifications include a Bachelor of Economics from Sydney University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1986
Bachelor of Economics
Sydney University
2002
Professional Diploma in Stockbroking
Deakin University
2002
SDIA Accreditation Program
Deakin University
2020
Ethics and Professional Relationships
Ethics - QUT
Registration History
Source: ASIC Financial Advisers Register