Financial Adviser
· MUDGEERABA, QLD
Nathan Andrew Thomas
No disciplinary history on record with ASIC
MUDGEERABA,
QLD
5
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001286389
About Nathan Andrew Thomas
Nathan Andrew Thomas is a financial adviser based in Mudgeeraba, Queensland, with 5 years of experience in the financial services industry since 2021. Nathan is currently authorised under Oasis Financial Holdings. Nathan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Nathan's qualifications include a Bachelor of Commerce (Finance/Financial Planning) from Griffith University.
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
2018
Bachelor of Commerce (Finance/Financial Planning)
Griffith University
2018
Introduction to Business Law 2105AFE
Griffith University
2018
Revenue Law: Theory & Policy in action 3106AFE
Griffith University
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
OLIVE FINANCIAL MARKETS PTY LTD
Self-Managed Super Funds
Superannuation excludes SMSF advice and Securities excludes direct equities advice
Source: ASIC Financial Advisers Register