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