Financial Adviser
· MELBOURNE, VIC
James David Williams
No disciplinary history on record with ASIC
MELBOURNE,
VIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001254191
James David Williams is a financial adviser based in Melbourne, Victoria, with 18 years of experience in the financial services industry since 2008. James is currently authorised under Viridian Advisory, operating through Viridian Financial Group. James holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). James's qualifications include a Certified Financial Planner from Deakin University. James 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Economics
University of Western Australia
2006
Post Graduate Diploma Business (Economics and Finance)
Curtin University
2007
Graduate Diploma of Financial Planning
FINSIA
2008
Graduate Diploma of Financial Planning (Historical SIA/FINSIA)
Kaplan Higher Education Pty Limited
2011
Margin Lending and Geared Investments
Kaplan Professional Education
2012
Certified Financial Planner
Deakin University
2012
Certified Financial Planner
Financial Planning Association of Australia
2012
Self Managed Superannuation Funds
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education