JULIE WILLIAMS (Adviser# 000276967) 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 July 28, 2018.
| Register Name | Financial Advisers |
| Adviser Name | JULIE WILLIAMS |
| Adviser Number | 000276967 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2004 |
| Financial Service (AFS) Licence |
Licence# 000225738 BOSTON REED PTY LTD |
| Licence ABN | 89091004885 |
| Adviser Start Date | 2018-07-28 |
| Appointing Representative Name | BOSTON REED PTY LTD |
| Appointing Representative Number | 000225738 |
| Appointing Representative ABN | 89091004885 |
| Memberships |
Association of Independently Owned Financial Professionals (AIOFP) Australian Financial Compliants Authority (AFCA) Stockbrokers Association of Australia The Finance Brokers Association of Australia Limited (FBAA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma Financial Services | Kaplan |
| Bachelor of Business | Edith Cowan University |
| CERT 4 Finance and Mortgage Broking | Kaplan |
| Diploma Financial Services | Kaplan |
| Margin Lending and Geared Investments | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000225738 | BOSTON REED PTY LTD | 2018-07-28 - | BOSTON REED PTY LTD |
| 000240938 |
THE FINANCIALLINK GROUP PTY LTD
Licence controlled by: BEACON FINANCIAL GROUP PTY LIMITED |
2013-03-28 - 2018-07-27 | THE FINANCIALLINK GROUP PTY LTD |
| 000259586 | A.C.N. 055 796 211 LIMITED | 2008-05-02 - 2013-03-28 | JULIE WILLIAMS |
| Licence Name | BOSTON REED PTY LTD |
| Licence Number | 000225738 |
| Licence ABN | 89091004885 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JASON IAN NAIRN | Boston Reed Pty Ltd | Current | 2018-08-17 |
| BRIAN WILLIAMS | Boston Reed Pty Ltd | Current | 2018-07-28 |
| OWEN COOK | Boston Reed Pty Ltd | Current | 2018-07-28 |
| LINDSAY MURRAY BYRNE | Boston Reed Pty Ltd | Current | 2018-07-28 |
| WAYNE GERARD D'ROZARIO | Boston Reed Pty Ltd | Current | 2018-06-13 |
| SHAUN ALBERT | Boston Reed Pty Ltd | Ceased | 2016-03-23 |
| PETER MORRISON-DOWD | Boston Reed Pty Ltd | Current | 2015-03-13 |
| ANTHONY GRANT SANDERCOCK | Boston Reed Pty Ltd | Current | 2014-10-17 |
| MATTHEW TSIMOS | Boston Reed Pty Ltd | Ceased | 2014-09-09 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JASON IAN NAIRN | Boston Reed Pty Ltd | Current | 2018-08-17 |
| BRIAN WILLIAMS | Boston Reed Pty Ltd | Current | 2018-07-28 |
| OWEN COOK | Boston Reed Pty Ltd | Current | 2018-07-28 |
| LINDSAY MURRAY BYRNE | Boston Reed Pty Ltd | Current | 2018-07-28 |
| WAYNE GERARD D'ROZARIO | Boston Reed Pty Ltd | Current | 2018-06-13 |
| SHAUN ALBERT | Boston Reed Pty Ltd | Ceased | 2016-03-23 |
| PETER MORRISON-DOWD | Boston Reed Pty Ltd | Current | 2015-03-13 |
| ANTHONY GRANT SANDERCOCK | Boston Reed Pty Ltd | Current | 2014-10-17 |
| MATTHEW TSIMOS | Boston Reed Pty Ltd | Ceased | 2014-09-09 |
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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.