William Charles Porter – Financial Adviser
Adviser identifying number: 1001060
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009
Name of the licence holder: PROVIDENCE WEALTH ADVISORY GROUP PTY LTD
Licence number: 245643
Licensee’s ABN: 42003224904
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/10/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PROVIDENCE WEALTH ADVISORY GROUP PTY LTD
Authorised Representative identifying number: 245643
Authorised Representative’s ABN: 42003224904
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 – Major in Finance and Accounting – University of Notre Dame
- RG146 – Securities & Managed Investments Accreditation Program – Deakin Prime/Securities & Derivatives Industry Association
Relevant memberships of professional bodies or industry associations:
William Charles Porter is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes / MDA Services
- Securities
- Margin Lending Facility / Standard Margin Lending Facility
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services