WILIAM JAMES MILLS


Licensee: PRICE FINANCIAL INTELLIGENCE PTY LTD

WILIAM JAMES MILLS (Adviser# 000268734) 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 November 23, 2011.

Adviser Overview

Register Name Financial Advisers
Adviser Name WILIAM JAMES MILLS
Adviser Number 000268734
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser ABN 52688262826
Adviser First Advice Year 1983
Financial Service (AFS) Licence Licence# 000402367
PRICE FINANCIAL INTELLIGENCE PTY LTD
Licence ABN 28127858477
Licence Controlled By PRICE FINANCE CONSULTANTS PTY. LTD.
Adviser Start Date 2011-11-23
Appointing Representative Name PRICE FINANCIAL INTELLIGENCE PTY LTD
Appointing Representative Number 000402367
Appointing Representative ABN 28127858477
Memberships Association of Independently Owned Financial Professionals (AIOFP)
Australian Institute of Management
National Tax Accountants Association
The Tax Institute

Authorisations to provide financial product advice

  • WILIAM JAMES MILLS
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard
  • ·
  • Miscellaneous Financial MDA Services

Qualifications and training history

Qualification / Degree Institute / School
Accountants Practice Certificate & Fellow National Tax & Accountants Association
Diploma of Financial Services (Financial Planning) Pinnacle Financial Services Academy
Tax Agent Registration Tax Practitioners Board
Taxation Law University of Technology

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000402367 PRICE FINANCIAL INTELLIGENCE PTY LTD
Licence controlled by: PRICE FINANCE CONSULTANTS PTY. LTD.
2011-11-23 - PRICE FINANCIAL INTELLIGENCE PTY LTD
000312478 AAA FINANCIAL INTELLIGENCE LTD 2007-09-03 - 2011-11-23 WILIAM JAMES MILLS

Licensee Information

Licence Name PRICE FINANCIAL INTELLIGENCE PTY LTD
Licence Number 000402367
Licence ABN 28127858477

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
WAYNE TILDEN Price Financial Intelligence Pty Ltd Current 2017-09-04

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
WAYNE TILDEN Price Financial Intelligence Pty Ltd Current 2017-09-04

Competitor

Search similar business entities

Improve Information

Please comment or provide details below to improve the information on .

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.