Emily Frances Katherine Willett – Financial Adviser
Adviser identifying number: 400668
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009
Name of the licence holder: SHAW AND PARTNERS LIMITED
Licence number: 236048
Licensee’s ABN: 24003221583
Licence controlled by:
The date the Financial Adviser commenced the appointment: 22/12/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SHAW AND PARTNERS LIMITED
Authorised Representative identifying number: 236048
Authorised Representative’s ABN: 24003221583
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:
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Relevant qualifications and training:
- Core 1 Securities & Managed Investments Accreditation Program – Deakin Prime/Stockbrokers Association of Australia
- Margin Lending Accreditation Program – Deakin Prime/Stockbrokers Association of Australia
- Professional Diploma in Stockbroking – Deakin Prime/Stockbrokers Association of Australia
Relevant memberships of professional bodies or industry associations:
Emily Frances Katherine Willett is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Managed Investment Schemes / MDA Services
- Securities
- Margin Lending Facility / Standard Margin Lending Facility
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services