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