WILLIAM CHARLES PORTER


Licensee: PROVIDENCE WEALTH ADVISORY GROUP PTY LTD

WILLIAM CHARLES PORTER (Adviser# 001001060) 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 1, 2012.

Adviser Overview

Register Name Financial Advisers
Adviser Name WILLIAM CHARLES PORTER
Adviser Number 001001060
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2009
Financial Service (AFS) Licence Licence# 000245643
PROVIDENCE WEALTH ADVISORY GROUP PTY LTD
Licence ABN 42003224904
Adviser Start Date 2012-10-01
Appointing Representative Name PROVIDENCE WEALTH ADVISORY GROUP PTY LTD
Appointing Representative Number 000245643
Appointing Representative ABN 42003224904

Authorisations to provide financial product advice

  • WILLIAM CHARLES PORTER
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • Government Debenture
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Securities
  • ·
  • Margin Lending Facility Standard
  • ·
  • Miscellaneous Financial MDA Services

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce Major in Finance and Accounting - University of Notre Dame
RG146 Securities & Managed Investments Accreditation Program - Deakin Prime/Securities & Derivatives Industry Association

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000245643 PROVIDENCE WEALTH ADVISORY GROUP PTY LTD 2012-10-01 - PROVIDENCE WEALTH ADVISORY GROUP PTY LTD
000234945 COMMONWEALTH BANK OF AUSTRALIA 2009-01-15 - 2012-06-01

Licensee Information

Licence Name PROVIDENCE WEALTH ADVISORY GROUP PTY LTD
Licence Number 000245643
Licence ABN 42003224904

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
HARRY EDWARD BUCKERIDGE Providence Wealth Advisory Group Pty Ltd Current 2017-08-02
JAMES IAN SMITH Providence Wealth Advisory Group Pty Ltd Current 2015-10-06
CARLO QUEDDENG Providence Wealth Advisory Group Pty Ltd Current 2014-06-27
STEPHEN PAUL CHRISTIE Providence Wealth Advisory Group Pty Ltd Current 2013-01-08
ANDREW FRANCIS HARDING Providence Wealth Advisory Group Pty Ltd Current 2011-01-21
GUY PETER AMON Providence Wealth Advisory Group Pty Ltd Current 2007-10-29
STEVEN WILLIAM CHANDLER Providence Wealth Advisory Group Pty Ltd Current 2007-10-29
MICHAEL ROBERT JOHN OGG Providence Wealth Advisory Group Pty Ltd Current 2004-01-02
GRANT WILLIAM PATTERSON Providence Wealth Advisory Group Pty Ltd Current 2004-01-02

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
HARRY EDWARD BUCKERIDGE Providence Wealth Advisory Group Pty Ltd Current 2017-08-02
JAMES IAN SMITH Providence Wealth Advisory Group Pty Ltd Current 2015-10-06
CARLO QUEDDENG Providence Wealth Advisory Group Pty Ltd Current 2014-06-27
STEPHEN PAUL CHRISTIE Providence Wealth Advisory Group Pty Ltd Current 2013-01-08
ANDREW FRANCIS HARDING Providence Wealth Advisory Group Pty Ltd Current 2011-01-21
GUY PETER AMON Providence Wealth Advisory Group Pty Ltd Current 2007-10-29
STEVEN WILLIAM CHANDLER Providence Wealth Advisory Group Pty Ltd Current 2007-10-29
MICHAEL ROBERT JOHN OGG Providence Wealth Advisory Group Pty Ltd Current 2004-01-02
GRANT WILLIAM PATTERSON Providence Wealth Advisory Group Pty Ltd Current 2004-01-02

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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.