Trevor Ian Williams – Financial Adviser
Adviser identifying number: 250977
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1974
Name of the licence holder: PWW LICENSEE PTY LTD
Licence number: 407075
Licensee’s ABN: 18151119041
Licence controlled by:
The date the Financial Adviser commenced the appointment: 02/09/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PWW LICENSEE PTY LTD
Authorised Representative identifying number: 407075
Authorised Representative’s ABN: 18151119041
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 (financial planning) – Tribeca
- LUA Disability Income Course – Life Underwriters Association of Australia
- LUA Training Course Stage 1 – Life Underwriters Association of Australia
- LUA Training Course Stage 2 – Life Underwriters Association of Australia
Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)
Trevor Ian 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
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Superannuation