RICHARD WILLIAMS

Licensee: PRECISE ADVICE FINANCIAL SERVICES PTY. LTD.

RICHARD WILLIAMS (Adviser# 001006176) 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 November 20, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name RICHARD WILLIAMS
Adviser Number 001006176
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1995
Financial Service (AFS) Licence Licence# 000229986
PRECISE ADVICE FINANCIAL SERVICES PTY. LTD.
Licence ABN 14061070513
Adviser Start Date 2017-11-20
Appointing Representative Name PRECISE ADVICE FINANCIAL SERVICES PTY. LTD.
Appointing Representative Number 000229986
Appointing Representative ABN 14061070513
Memberships Association of Financial Advisers (AFA)
Association of Financial Advisers (AFA)

Authorisations to provide financial product advice

  • RICHARD WILLIAMS
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Services Kaplan
Diploma of Financial Services Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000229986 PRECISE ADVICE FINANCIAL SERVICES PTY. LTD. 2017-11-20 - PRECISE ADVICE FINANCIAL SERVICES PTY. LTD.
000293334 GRIMSEY WEALTH PTY LTD 2011-09-09 - GRIMSEY WEALTH PTY LTD

Licensee Information

Licence Name PRECISE ADVICE FINANCIAL SERVICES PTY. LTD.
Licence Number 000229986
Licence ABN 14061070513

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MADELEINE CLAIRE SCOTT Precise Advice Financial Services Pty. Ltd. Current 2017-11-27
ELIZABETH ANNE SCOTT Precise Advice Financial Services Pty. Ltd. Current 2003-07-02

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MADELEINE CLAIRE SCOTT Precise Advice Financial Services Pty. Ltd. Current 2017-11-27
ELIZABETH ANNE SCOTT Precise Advice Financial Services Pty. Ltd. Current 2003-07-02

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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.