JAMES FREDERICK WILLIAMSON (Adviser# 000293966) 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 3, 2018.
| Register Name | Financial Advisers |
| Adviser Name | JAMES FREDERICK WILLIAMSON |
| Adviser Number | 000293966 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2005 |
| Financial Service (AFS) Licence |
Licence# 000502092 WEALTHAVEN PTY LTD |
| Licence Controlled By | Millhaven Investments Pty Ltd as trustee for Millbank Investment Trust. |
| Adviser Start Date | 2018-07-03 |
| Appointing Representative Name | WEALTHAVEN PTY LTD |
| Appointing Representative Number | 000502092 |
| Memberships |
Association of Financial Advisers (AFA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services (Financial Planning) | International Institute of Technology Pty Ltd (IIT) |
| Margin Lending and Geared Investments | Kaplan |
| SMSF Specialists Advisor | SMSFA |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000502092 |
WEALTHAVEN PTY LTD
Licence controlled by: Millhaven Investments Pty Ltd as trustee for Millbank Investment Trust. |
2018-07-03 - | WEALTHAVEN PTY LTD |
| 000234665 |
CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives. |
2008-11-14 - 2018-06-08 | CHARTER FINANCIAL PLANNING LIMITED |
| Licence Name | WEALTHAVEN PTY LTD |
| Licence Number | 000502092 |
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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.