David Williams – Financial Adviser

Adviser identifying number: 240010
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1997

Name of the licence holder: NOW FINANCIAL GROUP PTY LIMITED
Licence number: 411227
Licensee’s ABN: 39152605555
Licence controlled by:

The date the Financial Adviser commenced the appointment: 25/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: NOW FINANCIAL GROUP PTY LIMITED
Authorised Representative identifying number: 411227
Authorised Representative’s ABN: 39152605555

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: Diploma of Financial Services (Financial Planning) – Tribeca

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

David Williams is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Deposit & Payment Products – Non-Cash 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
  • Superannuation