Financial Adviser
· SUBIACO, WA
Fiona Marie Willard
No disciplinary history on record with ASIC
SUBIACO,
WA
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000341300
Fiona Marie Willard is a financial adviser based in Subiaco, Western Australia, with 17 years of experience in the financial services industry since 2009. Fiona is currently authorised under Millennium 3 Financial Services, operating through Fmb Financial Planners. Fiona holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Fiona's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Fiona 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
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2009
Diploma of Financial Services (Financial Planning)
Mentor Education
2016
Advanced Diploma of Financial Planning
Mentor Education
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2025
FPE020 SMSF Regulations and Taxation
Kaplan Higher Education Pty Limited