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