Richard Williams – Financial Adviser

Adviser identifying number: 1006176
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1995

Name of the licence holder: GRIMSEY WEALTH PTY LTD
Licence number: 293334
Licensee’s ABN: 90113911247
Licence controlled by:

The date the Financial Adviser commenced the appointment: 09/09/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GRIMSEY WEALTH PTY LTD
Authorised Representative identifying number: 293334
Authorised Representative’s ABN: 90113911247

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 – Kaplan

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

Richard 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