William Medhurst – Financial Adviser

Adviser identifying number: 255311
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1972

Name of the licence holder: WEALTHSURE PTY LTD
Licence number: 238030
Licensee’s ABN: 93097405108
Licence controlled by:

The date the Financial Adviser commenced the appointment: 31/03/2009
The date the Financial Adviser ceased the appointment: 15/03/2015
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Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
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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: