Barry Wills – Financial Adviser

Adviser identifying number: 239861
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: TOTAL FINANCIAL SOLUTIONS AUSTRALIA LIMITED
Licence number: 224954
Licensee’s ABN: 94003771579
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/10/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TOTAL FINANCIAL SOLUTIONS AUSTRALIA LIMITED
Authorised Representative identifying number: 224954
Authorised Representative’s ABN: 94003771579

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:

• Accredited Estate Planning Strategist – FPA
• Certified Financial Planner – FPA
• Diploma of Financial Planning – FPA
• Margin Lending and Geared Investments – Kaplan Professional
• Self Managed Superannuation Funds – Tribeca Learning Australia

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Barry Wills 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