Sarah Williams – Financial Adviser

Adviser identifying number: 1004306
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2014

Name of the licence holder: SUNCORP FINANCIAL SERVICES PTY LTD
Licence number: 229885
Licensee’s ABN: 50010844621
Licence controlled by: SUNCORP GROUP LIMITED

The date the Financial Adviser commenced the appointment: 28/05/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SUNCORP FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 000229885
Authorised Representative’s ABN: 50010844621

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 Planning – Monarch Institute
• Diploma of Business – The Learning Collaborative
• Diploma of Financial Planning – Monarch Institute
• Margin Lending – Monarch Institute
• Self Managed Superannuation Funds – Monarch Institute

Relevant memberships of professional bodies or industry associations:

Sarah Williams is authorised to provide advices on following products:

• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility