William Eric Waller – Financial Adviser
Adviser identifying number: 453076
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000
Name of the licence holder: FINANCIAL INDEX AUSTRALIA PTY LTD
Licence number: 240559
Licensee’s ABN: 90094287037
Licence controlled by: FINDEX GROUP LIMITED
The date the Financial Adviser commenced the appointment: 01/06/2010
The date the Financial Adviser ceased the appointment: 31/08/2013
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Disciplinary actions start date against the Financial Adviser:
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Relevant qualifications and training:
- Bachelor of Engineering (Commerce) with Honours – Royal Mlbourne Institute of Technology
- Certified Financial Planner – Financial Planning Association of Australia
- Diploma of Financial Planning – Deakin University
- Margin Lending and Geared Investments – Kaplan Professional Education
- Self Managed Superannuation Funds – Kaplan Professional Education
Relevant memberships of professional bodies or industry associations:
- Australian Institute of Company Directors
- Financial Planning Association of Australia (FPA)
William Eric Waller is authorised to provide advices on following products: