DAVID WILLIAMS (Adviser# 000240010) 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 December 18, 2017.
| Register Name | Financial Advisers |
| Adviser Name | DAVID WILLIAMS |
| Adviser Number | 000240010 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1997 |
| Financial Service (AFS) Licence |
Licence# 000502629 JSM MANAGEMENT PTY LTD |
| Licence Controlled By | James Scott MANSFIELD |
| Adviser Start Date | 2017-12-18 |
| Appointing Representative Name | JSM MANAGEMENT PTY LTD |
| Appointing Representative Number | 000502629 |
| Memberships | Association of Financial Advisers (AFA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Services (Financial Planning) | Tribeca |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000502629 |
JSM MANAGEMENT PTY LTD
Licence controlled by: James Scott MANSFIELD |
2017-12-18 - | JSM MANAGEMENT PTY LTD |
| 000411227 | NOW FINANCIAL GROUP PTY LIMITED | 2016-07-25 - 2017-12-17 | NOW FINANCIAL GROUP PTY LIMITED |
| 000239183 | AON HEWITT FINANCIAL ADVICE LIMITED | 2016-02-29 - 2016-07-22 | AON HEWITT FINANCIAL ADVICE LIMITED |
| 000411227 | NOW FINANCIAL GROUP PTY LIMITED | 2012-04-02 - 2015-11-20 | NOW FINANCIAL GROUP PTY LIMITED |
| 000237590 |
FINANCIAL SERVICES PARTNERS PTY LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
2003-10-27 - 2012-03-30 | DAVID WILLIAMS |
| Licence Name | JSM MANAGEMENT PTY LTD |
| Licence Number | 000502629 |
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| 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.