GRANT JOHN WILLIAMS

Licensee: MORGANS FINANCIAL LIMITED

GRANT JOHN WILLIAMS (Adviser# 000223943) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is May 31, 2010.

Adviser Overview

Register Name Financial Advisers
Adviser Name GRANT JOHN WILLIAMS
Adviser Number 000223943
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1987
Financial Service (AFS) Licence Licence# 000235410
MORGANS FINANCIAL LIMITED
Licence ABN 49010669726
Adviser Start Date 2010-05-31
Appointing Representative Name MORGANS FINANCIAL LIMITED
Appointing Representative Number 000235410
Appointing Representative ABN 49010669726
Memberships Stockbrokers Association of Australia
Stockbrokers Association of Australia

Authorisations to provide financial product advice

  • GRANT JOHN WILLIAMS
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • Government Debenture
  • ·
  • Securities
  • ·
  • Margin Lending Facility Standard
  • ·
  • Miscellaneous Financial MDA Services

Qualifications and training history

Qualification / Degree Institute / School
Authorised Representative Certificate-Margin Lending,Derivatives Level 1,Securities, Generics Morgans Financial Limited
Authorised Representative Certificate-Margin Lending,Derivatives Level 1,Securities, Generics Morgans Financial Limited
Bachelor of Business Kuring-gai College of Advanced Education
Bachelor of Business Kuring-gai College of Advanced Education
Level 1 Accredited Derivatives Adviser Australian Securities and Investments Commission
Level 1 Accredited Derivatives Adviser Australian Securities and Investments Commission

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000235410 MORGANS FINANCIAL LIMITED 2010-05-31 - MORGANS FINANCIAL LIMITED
000226842 INVESTORLINK SECURITIES LIMITED 2003-03-25 - INVESTORLINK SECURITIES LIMITED
000222441 REYNOLDS & CO. PTY. LIMITED 1987-01-02 - 2010-05-28

Licensee Information

Licence Name MORGANS FINANCIAL LIMITED
Licence Number 000235410
Licence ABN 49010669726

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BRADLEY ANGUS STUART MACKAY Morgans Financial Limited Current 2018-08-27
JAMES BRUCE DAWSON Morgans Financial Limited Current 2018-08-23
BERNARD MARK SIMLESA Morgans Financial Limited Current 2018-08-20
MICHELLE MARISA PAIS LEWIS Morgans Financial Limited Current 2018-07-25
WADE COMELY Morgans Financial Limited Current 2018-07-23
THOMAS JAMES BOORMAN Morgans Financial Limited Current 2018-07-13
LAURA SMILLIE Morgans Financial Limited Current 2018-07-12
SARKIS YOUSEFF SASSINE Morgans Financial Limited Ceased 2018-07-09
ANDREW FREDERICK CRAGG Morgans Financial Limited Current 2018-07-02
AJIT SHINDE Morgans Financial Limited Current 2018-07-02

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Dataset Information

Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.