William Brooker – Financial Adviser
Adviser identifying number: 242771
Status: Current
Adviser’s ABN: 59129032253
The year the Financial Adviser first provided advice: 1992
Name of the licence holder: MONEY WISDOM WEALTH MANAGEMENT PTY LIMITED
Licence number: 459027
Licensee’s ABN: 21165412395
Licence controlled by:
The date the Financial Adviser commenced the appointment: 29/08/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MONEY WISDOM WEALTH MANAGEMENT PTY LIMITED
Authorised Representative identifying number: 000459027
Authorised Representative’s ABN: 21165412395
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:
- Bachelor of Commerce (Accounting & Finance) – University of Wollongong
- CFP (Financial Planning & Services) – Deakin University
- CPA (Taxation, Accounting & Finance) – Deakin University
Relevant memberships of professional bodies or industry associations:
- Association of Financial Advisers (AFA)
- CPA Australia (CPA)
- Financial Planning Association of Australia (FPA)
William Brooker 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
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility