Financial Adviser
· PORT LINCOLN, SA
Triona Joanne Thompson
No disciplinary history on record with ASIC
PORT LINCOLN,
SA
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000443665
Practice
Port Lincoln, SA (practice address on ASIC register)
Licensed through GPS Wealth
About Triona Joanne Thompson
Triona Joanne Thompson is a financial adviser based in Port Lincoln, South Australia, with 13 years of experience in the financial services industry since 2013. Triona works at Eyre Financial, which is licensed through GPS Wealth. Triona holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Triona's qualifications include a Graduate Diploma of Financial Planning from Deakin University. Triona is a member of Fellow Chartered Financial Practitioner.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2012
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2014
Accredited Listed Product Adviser Program
Kaplan Professional
2015
Advanced Diploma of Financial Planning
Kaplan Professional
2015
Self-Managed Superannuation Funds
Kaplan Professional
2017
Fellow Chartered Financial Practitioner (FChFP)
Association of Financial Advisers
2020
Graduate Diploma of Financial Planning
Deakin University
Registration History
Source: ASIC Financial Advisers Register