Richard Williams – Financial Adviser
Adviser identifying number: 1006176
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1995
Name of the licence holder: GRIMSEY WEALTH PTY LTD
Licence number: 293334
Licensee’s ABN: 90113911247
Licence controlled by:
The date the Financial Adviser commenced the appointment: 09/09/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GRIMSEY WEALTH PTY LTD
Authorised Representative identifying number: 293334
Authorised Representative’s ABN: 90113911247
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: Diploma of Financial Services – Kaplan
Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)
Richard Williams is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products