Lloyd Robertson Thomas
AUSTRALIAN CONSOLIDATED PLANNING AND INSURANCE GROUP PTY LTD · Burleigh Heads QLD 4220 · Advising since 2004
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000276881
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- AUSTRALIAN CONSOLIDATED PLANNING AND INSURANCE GROUP PTY LTD · AFSL 522418Since 25 September 2020
- Principal business address
- Burleigh Heads QLD 4220
- First year providing advice
- 2004
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTSep 2020 – presentAUSTRALIAN CONSOLIDATED PLANNING AND INSURANCE GROUP PTY LTD · AFSL 522418
- CEASEDJun 2004 – Sep 2020PROFESSIONAL INVESTMENT SERVICES PTY LTD · AFSL 234951
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Estate & Succession Planning
Kaplan FPC005 · 2023 · Graduate Diploma (AQF 8)
Investment Advice
Kaplan FPC008 · 2023 · Graduate Diploma (AQF 8)
Insurance Advice
Kaplan FPC004 · 2022 · Graduate Diploma (AQF 8)
Taxation for Financial Planning
Kaplan FPC006 · 2022 · Graduate Diploma (AQF 8)
Client Engagement Skills
Kaplan FPC007B · 2021 · Graduate Diploma (AQF 8)
Ethics & Professionalism in Financial Advice
Kaplan FPC002B · 2021 · Graduate Diploma (AQF 8)
Superannuation & Retirement Advice
Kaplan FPC003 · 2021 · Graduate Diploma (AQF 8)
Economic & Legal for Financial Planning
Kaplan FPC001B · 2020 · Graduate Diploma (AQF 8)
Managed Investments
Tribeca · 2005
Securities
Tribeca · 2005
Risk Management
integretec · 2002
Superannuation and Retirement Planning
integratec · 2002
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Lloyd Robertson Thomas claims the profile.
Reviews
Not yet reviewed
No client has reviewed Lloyd Robertson Thomas on Souffle yet.
Contacting Lloyd Robertson Thomas
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
AUSTRALIAN CONSOLIDATED PLANNING AND INSURANCE GROUP PTY LTD · AFSL 522418
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Lloyd Robertson Thomas claims this profile, their own contact options can appear here.
Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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