Anne Frances Williamson – Financial Adviser
Adviser identifying number: 1004615
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006
Name of the licence holder: ORD MINNETT LIMITED
Licence number: 237121
Licensee’s ABN: 86002733048
Licence controlled by: IOOF HOLDINGS LTD
The date the Financial Adviser commenced the appointment: 01/12/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ORD MINNETT LIMITED
Authorised Representative identifying number: 000237121
Authorised Representative’s ABN: 86002733048
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:
- ADA Level 1 & 2 – Kaplan
- Advanced Diploma of Financial Planning – Kaplan
- Bachelor of Commerce – University of Queensland
- Bachelor of Economics – The University of Queensland
Relevant memberships of professional bodies or industry associations:
- Australian Institute of Company Directors
- Financial Planning Association of Australia (FPA)
Anne Frances Williamson is authorised to provide advices on following products:
- Derivatives
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility