Janine Margaret Williamson – Financial Adviser

Adviser identifying number: 1000442
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1996

Name of the licence holder: WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD
Licence number: 230637
Licensee’s ABN: 36076858494
Licence controlled by: WILLIAM BUCK (SA) PTY LTD

The date the Financial Adviser commenced the appointment: 09/08/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WILLIAM BUCK WEALTH ADVISORS (SA) PTY LTD
Authorised Representative identifying number: 230637
Authorised Representative’s ABN: 36076858494

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:

  • Accredited Aged Care Professional – Aged Care Steps
  • Certificate IV in Finance & Mortgage Broking – Kaplan
  • Certified Financial Planner – Financial Planning Association of Australia
  • Diploma of Financial Planning – Financial Planning Association of Australia
  • Diploma of Management – Locher

Relevant memberships of professional bodies or industry associations:

  • Financial Planning Association of Australia (FPA)
  • Financial Services Institute of Australasia
  • SMSF Association

Janine Margaret Williamson 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