William Inglis – Financial Adviser
Adviser identifying number: 1251499
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: INGLIS FINANCIAL SERVICES PTY LIMITED
Licence number: 485928
Licensee’s ABN:
Licence controlled by: William INGLIS
The date the Financial Adviser commenced the appointment: 21/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INGLIS FINANCIAL SERVICES PTY LIMITED
Authorised Representative identifying number: 485928
Authorised Representative’s ABN:
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:
- CPA Program – Australian Society of CPA’s
- Professional Year – Institute of Chartered Accountants
- RG 146 SMSF Licensing – Financial Education Professionals
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- Chartered Accountants Australia and New Zealand (CA)
William Inglis is authorised to provide advices on following products:
- Superannuation / Self-Managed Superannuation Fund
- Superannuation / A person’s existing holding in a superannuation product
- Class of Product Advice – Superannuation