Financial Adviser · SUBIACO, WA

Julie Williams

SUBIACO, WA
22 Years experience
Tax advice
authorised
ASIC Registered · ADV 000276967
Currently at
Brisbane, QLD (firm address)

Julie Williams is a financial adviser based in Subiaco, Western Australia, with 22 years of experience in the financial services industry since 2004. Julie is currently authorised under Ad Advisory Services, operating through The Trustee For Ifinancial Unit Trust. Julie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Julie's qualifications include a Bachelor of Business from Edith Cowan University. Julie is a member of Association of Independently Owned Financial Professionals (AIOFP), Australian Financial Compliants Authority (AFCA), Stockbrokers and Investment Advisers Association (SIAA) and The Finance Brokers Association of Australia Limited (FBAA).

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

1992
Bachelor of Business
Edith Cowan University
2004
Diploma Financial Services
Kaplan
2010
Advanced Diploma Financial Services
Kaplan
2011
Margin Lending and Geared Investments
Kaplan
2012
CERT 4 Finance and Mortgage Broking
Kaplan

Registration History

Nov 2018 - Present Current
Jul 2018 - Nov 2018 Ceased
NEXTGEN FINANCIAL GROUP PTY LTD
Mar 2013 - Jul 2018 Ceased
A.C.N. 055 796 211 LIMITED
May 2008 - Mar 2013 Ceased

Source: ASIC Financial Advisers Register