Greg Thomas
Financial Adviser
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About
Gregory Thomas is an ASIC-registered financial adviser based in Armidale, NSW, committed to providing tailored financial solutions to help you achieve your financial goals. With a Diploma of Financial Markets from the Securities Institute of Australia (1999) and ongoing professional development, including Ethics and Professional Relationships at QUT (2020), Gregory possesses a strong foundation of knowledge and a commitment to ethical practice. As a member of the Stockbrokers and Investment Advisers Association (SIAA), he adheres to the highest professional standards. Gregory is authorized to provide advice on a range of financial products, including superannuation, wealth management, securities, derivatives and government debt securities. This allows him to create comprehensive financial plans that address your specific needs and circumstances. • Superannuation advice, including contributions, consolidation and pension strategies • Wealth management, encompassing investment planning and portfolio construction • Securities and Derivatives trading advice • Advice on investing in Government Debt Securities Whether you're planning for retirement, seeking to grow your wealth, or require guidance on specific investment opportunities, Gregory can provide the expert advice you need. Contact Gregory today to arrange a consultation and discuss your financial future.
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Frequently Asked Questions
What financial products can Gregory Thomas provide advice on?
Gregory Thomas is authorized to provide advice on superannuation, wealth management, securities, derivatives and government debt securities.
What qualifications does Gregory Thomas have?
Gregory Thomas holds a Diploma of Financial Markets from the Securities Institute of Australia and has completed Ethics and Professional Relationships training at QUT.
How can wealth management advice help me?
Wealth management advice can help you grow your assets, manage risk, and achieve your long-term financial goals through personalized investment strategies and ongoing portfolio management.
What is involved in the financial planning process with Gregory?
The financial planning process typically involves an initial consultation to understand your financial situation and goals, followed by the development of a personalized financial plan. Gregory will then help you implement the plan and provide ongoing support and reviews.
How does Gregory Thomas stay up-to-date with changes in the financial industry?
Gregory maintains his professional knowledge through ongoing professional development, including courses and membership with the Stockbrokers and Investment Advisers Association (SIAA).
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