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:

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