Trevor Ian Williams – Financial Adviser

Adviser identifying number: 250977
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1974

Name of the licence holder: PWW LICENSEE PTY LTD
Licence number: 407075
Licensee’s ABN: 18151119041
Licence controlled by:

The date the Financial Adviser commenced the appointment: 02/09/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PWW LICENSEE PTY LTD
Authorised Representative identifying number: 407075
Authorised Representative’s ABN: 18151119041

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Diploma of Financial Services (financial planning) – Tribeca
• LUA Disability Income Course – Life Underwriters Association of Australia
• LUA Training Course Stage 1 – Life Underwriters Association of Australia
• LUA Training Course Stage 2 – Life Underwriters Association of Australia

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Trevor Ian Williams is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Superannuation