Allan Lloyd Williams – Financial Adviser
Adviser identifying number: 341489
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009
Name of the licence holder: FLINDERS PARTNERS FINANCIAL SERVICES PTY LTD
Licence number: 229920
Licensee’s ABN: 62005261334
Licence controlled by:
The date the Financial Adviser commenced the appointment: 02/10/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FLINDERS PARTNERS FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 229920
Authorised Representative’s ABN: 62005261334
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:
- Bachelor of Commerce – Deakin University
- Certified Practising Accountant – CPA Australia
- Diploma of Financial Services (Financial Planning) – International Institute of Technology
- Master of Business Administration – Deakin University
Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)
Allan Lloyd Williams is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation