Financial Adviser
· MOORABBIN, VIC
Claire Williams
No disciplinary history on record with ASIC
MOORABBIN,
VIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001355
Claire Williams is a financial adviser based in Moorabbin, Victoria, with 29 years of experience in the financial services industry since 1997. Claire is currently authorised under Gild Wealth. Claire holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Claire's qualifications include a Bachelor of Business from Curtin University of Technology. Claire is a member of SMSF Association.
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
1996
Bachelor of Business
Curtin University of Technology
2000
Diploma of Financial Planning
Deakin University
2013
SMSF Specialist Advisor
SPAA
2015
Wealth Mgmt Symposium
CIE
2019
Ethics and Professionalism Financial Advice
Ethics - Kaplan