ROBERT GRENFELL THOMAS


Licensee: CMH FINANCIAL GROUP PTY LTD

ROBERT GRENFELL THOMAS (Adviser# 000283176) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is December 11, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name ROBERT GRENFELL THOMAS
Adviser Number 000283176
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2001
Financial Service (AFS) Licence Licence# 000415452
CMH FINANCIAL GROUP PTY LTD
Licence ABN 39131729425
Adviser Start Date 2017-12-11
Appointing Representative Name CWP 2 PTY. LTD.
Appointing Representative Number 001243658
Memberships CPA Australia (CPA)
Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • ROBERT GRENFELL THOMAS
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce University of Melbourne
CPA Program CPA Australia
Certified Financial Planner Deakin University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000415452 CMH FINANCIAL GROUP PTY LTD 2017-12-11 - CWP 2 PTY. LTD.
000240687 SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION
2012-07-13 - 2017-07-12 SECURITOR FINANCIAL GROUP LTD
000227232 COUNT FINANCIAL LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
2011-05-17 - 2012-07-12
000230692 GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED
2007-02-27 - 2011-01-13

Licensee Information

Licence Name CMH FINANCIAL GROUP PTY LTD
Licence Number 000415452
Licence ABN 39131729425

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
NITHIN MATHEW THOMAS Cmh Financial Group Pty Ltd Current 2018-04-05
ANDREW GRINSELL Cmh Financial Group Pty Ltd Current 2017-03-24
ANDREW GRINSELL Cmh Financial Group Pty Ltd Ceased 2017-03-24
DAOUD DAVID EL KAZI Cmh Financial Group Pty Ltd Current 2016-10-21
RAYMOND HIUNG MING KAN Cmh Financial Group Pty Ltd Ceased 2016-06-17
NATALIE WEWER Cmh Financial Group Pty Ltd Current 2014-10-31
DANIEL FREDERICK WHITE Cmh Financial Group Pty Ltd Current 2012-05-02

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
NITHIN MATHEW THOMAS Cmh Financial Group Pty Ltd Current 2018-04-05
ANDREW GRINSELL Cmh Financial Group Pty Ltd Current 2017-03-24
ANDREW GRINSELL Cmh Financial Group Pty Ltd Ceased 2017-03-24
DAOUD DAVID EL KAZI Cmh Financial Group Pty Ltd Current 2016-10-21
RAYMOND HIUNG MING KAN Cmh Financial Group Pty Ltd Ceased 2016-06-17
NATALIE WEWER Cmh Financial Group Pty Ltd Current 2014-10-31
DANIEL FREDERICK WHITE Cmh Financial Group Pty Ltd Current 2012-05-02

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.