Farren Williams – Financial Adviser
Adviser identifying number: 1237856
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002
Name of the licence holder: KODA CAPITAL PTY LTD
Licence number: 452581
Licensee’s ABN: 65166491961
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/12/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: KODA CAPITAL PTY LTD
Authorised Representative identifying number: 452581
Authorised Representative’s ABN: 65166491961
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 Arts – Monash University
- Bachelor of Science – Monash University
- Certificate of Financial Planning – Deakin University/FPA
- Company Directors Course – Australian Institute of Company Directors (AICD)
- Diploma of Financial Planning – Deakin University/FPA
Relevant memberships of professional bodies or industry associations:
- Australian Institute of Company Directors (AICD)
- Financial Planning Association of Australia (FPA)
- SMSF Association
Farren 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
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services