Financial Adviser · NOOSAVILLE, QLD

Deborah Carol Mcwilliam

NOOSAVILLE, QLD

27 Years experience

Tax advice
authorised

ASIC Registered · ADV 000244951

Currently at

Professional Investment Services

Bundall, QLD (firm address)

View firm profile

Deborah Carol Mcwilliam is a financial adviser based in Noosaville, Queensland, with 27 years of experience in the financial services industry since 1999. Deborah is currently authorised under Professional Investment Services. Deborah holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Deborah's qualifications include a Bachelor of Business from University of Southern Queensland. Deborah is a member of Certified Financial Planner (CFP) of FAAA, Certified Practising Accountant (CPA) with Specialist in Financial Planning of CPA Australia and National Tax & Accountants Association (NTAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1997

Bachelor of Business

University of Southern Queensland

2001

Diploma of Financial Planning (8 units)

FPA Australia

2004

Self Managed Superannuation Funds Adviser Course

Tribeca Learning

2016

Accredited Listed Product Adviser Program

Kaplan Professional

2020

Ethics and Professionalism in Financial Advice Course (FPC002B)

Ethics - Kaplan Higher Education

Registration History

Professional Investment Services Pty Ltd

Dec 2003 - Present Current

Source: ASIC Financial Advisers Register