Joshua Philip Williams – Financial Adviser

Adviser identifying number: 1255476
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

Name of the licence holder: ALLIANCE WEALTH PTY LTD
Licence number: 449221
Licensee’s ABN: 93161647007
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 14/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CB FINANCIAL PTY LTD
Authorised Representative identifying number: 000303961
Authorised Representative’s ABN: 84120482313

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:

• Advanced Diploma of Financial Services (Financial Planning) – Kaplan Professional Education
• Diploma of Financial Services (Financial Planning) – Kaplan Education Pty Ltd

Relevant memberships of professional bodies or industry associations:

Joshua Philip Williams is authorised to provide advices on following 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
• Superannuation