WILLIAM BROOKER


Licensee: MONEY WISDOM WEALTH MANAGEMENT PTY LIMITED

WILLIAM BROOKER (Adviser# 000242771) 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 August 29, 2014.

Adviser Overview

Register Name Financial Advisers
Adviser Name WILLIAM BROOKER
Adviser Number 000242771
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser ABN 59129032253
Adviser First Advice Year 1992
Financial Service (AFS) Licence Licence# 000459027
MONEY WISDOM WEALTH MANAGEMENT PTY LIMITED
Licence ABN 21165412395
Adviser Start Date 2014-08-29
Appointing Representative Name MONEY WISDOM WEALTH MANAGEMENT PTY LIMITED
Appointing Representative Number 000459027
Appointing Representative ABN 21165412395
Memberships Association of Financial Advisers (AFA)
CPA Australia (CPA)
Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • WILLIAM BROOKER
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce (Accounting & Finance) University of Wollongong
CFP (Financial Planning & Services) Deakin University
CPA (Taxation, Accounting & Finance) Deakin University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000459027 MONEY WISDOM WEALTH MANAGEMENT PTY LIMITED 2014-08-29 - MONEY WISDOM WEALTH MANAGEMENT PTY LIMITED
000238478 FUTURO FINANCIAL SERVICES PTY LTD
Licence controlled by: HIGHFIELD GROUP PTY LTD
2011-06-10 - 2014-08-29 WILLIAM BROOKER
000247105 SENTRY FINANCIAL PLANNING PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD
2005-01-25 - 2011-06-10 WILLIAM BROOKER

Licensee Information

Licence Name MONEY WISDOM WEALTH MANAGEMENT PTY LIMITED
Licence Number 000459027
Licence ABN 21165412395

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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.