Financial Adviser
· TARINGA, QLD
William Charles Powis
No disciplinary history on record with ASIC
TARINGA,
QLD
5
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001285160
William Charles Powis is a financial adviser based in Taringa, Queensland, with 5 years of experience in the financial services industry since 2021. William is currently authorised under Australian Mortgage And Financial Advisers. William holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). William's qualifications include a Bachelor of Commerce from Griffith University. William is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2016
Certificate 3 in Financial Services
New South Wales Technical & Further Education Commission Australia
2020
Bachelor of Commerce
Griffith University
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2022
SuperConcepts & ICFS Specialist SMSF Course
SuperConcepts
Registration History
NEXTGEN FINANCIAL GROUP PTY LTD
Excluding Self - Management Superannuation Funds and Standard Margin Lending
NEXTGEN FINANCIAL GROUP PTY LTD
Excluding Self - Managed Superannuation Funds and Standard Margin Lending
Source: ASIC Financial Advisers Register