3 October 2017

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
Name of the Authorised Representative:
Authorised Representative identifying number:
Authorised Representative’s ABN:

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)

Coffee Break:

>>>Jokes about investment and financial advising

>>>Best quotes about money and investing

James David Williams is authorised to provide advices on following products:

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