William Inglis – Financial Adviser

Adviser identifying number: 1251499
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: INGLIS FINANCIAL SERVICES PTY LIMITED
Licence number: 485928
Licensee’s ABN:
Licence controlled by: William INGLIS

The date the Financial Adviser commenced the appointment: 21/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INGLIS FINANCIAL SERVICES PTY LIMITED
Authorised Representative identifying number: 485928
Authorised Representative’s ABN:

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:

• CPA Program – Australian Society of CPA’s
• Professional Year – Institute of Chartered Accountants
• RG 146 SMSF Licensing – Financial Education Professionals

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Chartered Accountants Australia and New Zealand (CA)

William Inglis is authorised to provide advices on following products:

• Superannuation / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product
• Class of Product Advice – Superannuation