ALLAN LLOYD WILLIAMS


Licensee: FLINDERS PARTNERS FINANCIAL SERVICES PTY LTD

ALLAN LLOYD WILLIAMS (Adviser# 000341489) 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 October 2, 2009.

Adviser Overview

Register Name Financial Advisers
Adviser Name ALLAN LLOYD WILLIAMS
Adviser Number 000341489
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2009
Financial Service (AFS) Licence Licence# 000229920
FLINDERS PARTNERS FINANCIAL SERVICES PTY LTD
Licence ABN 62005261334
Adviser Start Date 2009-10-02
Appointing Representative Name FLINDERS PARTNERS FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000229920
Appointing Representative ABN 62005261334
Memberships CPA Australia (CPA)

Authorisations to provide financial product advice

  • ALLAN LLOYD WILLIAMS
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce Deakin University
Certified Practising Accountant CPA Australia
Diploma of Financial Services (Financial Planning) International Institute of Technology
Master of Business Administration Deakin University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000229920 FLINDERS PARTNERS FINANCIAL SERVICES PTY LTD 2009-10-02 - FLINDERS PARTNERS FINANCIAL SERVICES PTY LTD

Licensee Information

Licence Name FLINDERS PARTNERS FINANCIAL SERVICES PTY LTD
Licence Number 000229920
Licence ABN 62005261334

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ADAM BELLAIRS Flinders Partners Financial Services Pty Ltd Ceased 2016-06-06
KERRIE ANN EASTON Flinders Partners Financial Services Pty Ltd Current 2013-02-05
MARK STEPHEN TAYLOR Flinders Partners Financial Services Pty Ltd Current 2009-10-02
TIMOTHY SIMON PERCEVAL Flinders Partners Financial Services Pty Ltd Current 2009-10-02

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ADAM BELLAIRS Flinders Partners Financial Services Pty Ltd Ceased 2016-06-06
KERRIE ANN EASTON Flinders Partners Financial Services Pty Ltd Current 2013-02-05
MARK STEPHEN TAYLOR Flinders Partners Financial Services Pty Ltd Current 2009-10-02
TIMOTHY SIMON PERCEVAL Flinders Partners Financial Services Pty Ltd Current 2009-10-02

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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.