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