James David Williams – Financial Adviser
Adviser identifying number: 1254191
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008
Name of the licence holder: VIRIDIAN ADVISORY PTY LTD
Licence number: 476223
Licensee’s ABN:
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/05/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WILLIAMS PRIVATE WEALTH PTY LTD
Authorised Representative identifying number: 1254178
Authorised Representative’s ABN: 78618802494
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:
You may be interested in:
>>>Tips to Avoid Holiday Scams
>>>How to Handle Unexpected Expenses
>>>9 Major Risks of Investing in Cryptocurrency
Relevant qualifications and training:
- Bachelor of Economics – University of Western Australia
- Bachelor of Economics – University of Western Australia
- Certified Financial Planner – Deakin University
- Certified Financial Planner – Deakin University
- Graduate Diploma of Financial Planning – FINSIA
- Graduate Diploma of Financial Planning – FINSIA
- Margin Lending and Geared Investments – Kaplan Professional Education
- Margin Lending and Geared Investments – Kaplan Professional Education
- Post Graduate Diploma Business (Economics and Finance) – Curtin University
- Post Graduate Diploma Business (Economics and Finance) – Curtin University
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- Financial Planning Association of Australia (FPA)
James David 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
- Margin Lending Facility / Standard Margin Lending Facility