Declan Thomas Email & Phone Number
Financial Adviser @ Partnership Wealth
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Declan Thomas Location
- Perth, WA, AU
Declan Thomas Work
- 2024 -now Financial Adviser @
- 2021 -2024 Financial Adviser @
- 2018 -2021 Financial Adviser @
- 2018 -2018 Financial Adviser @
- 2017 -2018 Financial Adviser @
- 2016 -2017 Associate Financial Adviser @
- 2014 -2016 Adviser Assistant and Paraplanner @
Declan Thomas Education
- Financial Planning Association Australia (FPA)
Certified Financial Planner (CFP)
2019-2021 - Kaplan Professional
Certificate IV in Finance and Mortgage Broking
2021-2021 - Kaplan Professional
Self Managed Superannuation Funds
2018-2018 - Kaplan Professional
Tier 1 - Margin Lending
2018-2018 - Kaplan Professional
Advanced Diploma of Financial Planning
2016-2017 - Kaplan Professional
Diploma of financial planning
2015-2016 - The University of Western Australia
Bachelor's Degree (Accounting and Finance)
2012-2015
Declan Thomas Skills
- Social Media
- Insurance Needs Analysis
- Draft
- Retirement Planning
- Financial Planning
- Calm
- Portfolio Management
- Blogging
- Corporate Communications
- Xplan
- Income Protection
- Statistical Data Analysis
- Microsoft Office
- Microsoft Excel
- Xtools
- Customer Service
- Bookkeeping
- Financial Analysis
- Holistic Financial Planning
- Statistical Data
- Teamwork
- Analytical Skills
- Public Relations
- Tax Efficiency
- Paraplanning
- Accounts Payable
- People Skills
- Financial Modelling
Declan Thomas Summary
- Declan Thomas, based in Perth, WA, AU, is currently a Financial Adviser at Partnership Wealth. Declan Thomas brings experience from previous roles at Acuity Advisers, Momentum Planning, Macquarie Group and EBM - Insurance & Risk Management. Declan Thomas holds a 2019 - 2021 Certified Financial Planner (CFP) @ Financial Planning Association Australia (FPA). With a robust skill set that includes Social Media, Insurance Needs Analysis, Draft, Retirement Planning, Financial Planning and more. Declan Thomas has 2 emails and 1 mobile phone numbers on RocketReach.
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