William Medhurst – Financial Adviser
Adviser identifying number: 255311
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1972
Name of the licence holder: WEALTHSURE FINANCIAL SERVICES PTY LTD
Licence number: 326450
Licensee’s ABN: 59130288578
Licence controlled by: SENTRY GROUP PTY LTD
The date the Financial Adviser commenced the appointment: 16/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WEALTHSURE FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 326450
Authorised Representative’s ABN: 59130288578
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:
- DFP1, DFP2 – Financial Plannnig Association
- Investment Planning 1 – Integratec
- Superannuation and Retirement Planning – Integratec
Relevant memberships of professional bodies or industry associations:
- Association of Financial Advisers (AFA)
- Mortgage & Finance Association of Australia (MFAA)
William Medhurst is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Superannuation