Financial Adviser
· CREMORNE, NSW
Thomas Christopher Lennon Gilbert
No disciplinary history on record with ASIC
CREMORNE,
NSW
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001304145
Thomas Christopher Lennon Gilbert is a financial adviser based in Cremorne, New South Wales, with 3 years of experience in the financial services industry since 2023. Thomas is currently authorised under Alliance Wealth, operating through Attain Wealth Advisory. Thomas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Thomas's qualifications include a Bachelor of Applied Finance (Financial Planning) from TAFE NSW.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2018
Bachelor of Applied Finance (Financial Planning)
TAFE NSW
2022
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education
2023
Accredited Listed Product Adviser Program
Kaplan Professional
2023
Specialist SMSF Course
SuperConcepts & University of Adelaide
Registration History
Source: ASIC Financial Advisers Register