James David Williams – Financial Adviser

Adviser identifying number: 1254191
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008

Name of the licence holder: RSM FINANCIAL SERVICES AUSTRALIA PTY LTD
Licence number: 238282
Licensee’s ABN: 22009176354
Licence controlled by: BIRDS HOLDINGS PTY LTD

The date the Financial Adviser commenced the appointment: 01/10/2008
The date the Financial Adviser ceased the appointment: 01/08/2011
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Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
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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: