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Strategic Financial Advice
Rory has worked at Canaccord since 2000, initially involved in Stockbroking but in the last 10 years he has evolved to Wealth Management and Strategic Advice as part of a team with Kent Dixon. Will Kohlen completes our team of 3.
Authorisations
Rory Thomson can advise on the following product areas:
- Provide financial product advice
- Deposit and Payment Products
- Derivatives
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes
- Securities
- Superannuation
Rory is accredited to provide tax (financial) service advice.
Qualifications
- Graduate Diploma in Financial Planning, Certified Financial Planner (CFP)