DAVID GEOFFREY WILLIAMS (Adviser# 001001285) 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 22, 2015.
| Register Name | Financial Advisers |
| Adviser Name | DAVID GEOFFREY WILLIAMS |
| Adviser Number | 001001285 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2010 |
| Financial Service (AFS) Licence |
Licence# 000403566 WESTERN ADVISORY PTY LTD |
| Licence ABN | 96150439482 |
| Licence Controlled By | WESTERN ADVISORY PTY LTD |
| Adviser Start Date | 2015-07-22 |
| Appointing Representative Name | WESTERN ADVISORY PTY LTD |
| Appointing Representative Number | 000403566 |
| Appointing Representative ABN | 96150439482 |
| Memberships | FINSIA |
|
| Qualification / Degree | Institute / School |
|---|---|
| 922 DERIVATES & SKILLS | KAPLAN PROFESSIONAL EDUCATION |
| 924 SUPERANNUATION & SKILLS | KAPLAN PROFESSIONAL EDUCATION |
| DIPLOMA OF FINANCIAL PLANNING | KAPLAN PROFESSIONAL EDUCATION |
| FINSIA DIPLOMA OF FINANCIAL MARKETS | KAPLAN PROFESSIONAL EDUCATION |
| POST GRADUATE DIPLOMA IN PERSONAL FINANCIAL PLANNING | WAIKATO UNIVERSITY NEW ZEALAND |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000403566 |
WESTERN ADVISORY PTY LTD
Licence controlled by: WESTERN ADVISORY PTY LTD |
2015-07-22 - | WESTERN ADVISORY PTY LTD |
| 000230727 |
BW FINANCIAL ADVICE LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA Further restrictions: Not authorised to provide personal advice on Securities; Standard Margin Lending; SMSF. |
2013-10-24 - 2015-04-15 | BW FINANCIAL ADVICE LIMITED |
| Licence Name | WESTERN ADVISORY PTY LTD |
| Licence Number | 000403566 |
| Licence ABN | 96150439482 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JAMIE GRACE JENNINGS | Western Advisory Pty Ltd | Current | 2016-09-15 |
| CONSTANTINOS GOTSIS | Western Advisory Pty Ltd | Current | 2015-03-17 |
| ANDRAS ZSOLT HERNADI | Western Advisory Pty Ltd | Current | 2015-03-17 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JAMIE GRACE JENNINGS | Western Advisory Pty Ltd | Current | 2016-09-15 |
| CONSTANTINOS GOTSIS | Western Advisory Pty Ltd | Current | 2015-03-17 |
| ANDRAS ZSOLT HERNADI | Western Advisory Pty Ltd | Current | 2015-03-17 |
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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.