HomeFinancial AdvisersLiam Willis – Financial Adviser

Liam Willis – Financial Adviser

Adviser identifying number: 1235057
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015

Name of the licence holder: APT WEALTH PARTNERS PTY LTD
Licence number: 436121
Licensee’s ABN: 49159583847
Licence controlled by: NUT Holdings Pty Ltd ATF NUT Unit Trust

The date the Financial Adviser commenced the appointment: 01/09/2015
The date the Financial Adviser ceased the appointment: 10/02/2017
Name of the Authorised Representative: APT WEALTH PARTNERS PTY LTD
Authorised Representative identifying number: 000436121
Authorised Representative’s ABN: 49159583847

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:

You might be interested in:

>>>Why You Don’t Need to Hire a Financial Adviser?

>>>Why Australians Should Hire a Financial Adviser?

Relevant qualifications and training:

  • Advanced Diploma of Financial Planning – Kaplan
  • Bachelor of Arts, Bachelor of Laws – Macquarie University, Sydney
  • Certificate of Margin Lending – Kaplan
  • Diploma of Financial Planning – Kaplan

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Liam Willis is authorised to provide advices on following products:

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