WILLIAM ALEXANDER BROWN

Licensee: AVALONFS PTY LTD

WILLIAM ALEXANDER BROWN (Adviser# 000341438) 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 February 1, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name WILLIAM ALEXANDER BROWN
Adviser Number 000341438
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1988
Financial Service (AFS) Licence Licence# 000437518
AVALONFS PTY LTD
Licence ABN 43162297298
Licence Controlled By Amodio Financial Services Pty Ltd ATF AFS Trust [Date Ceased: 07/04/2016]
Adviser Start Date 2018-02-01
Appointing Representative Name AVALONFS PTY LTD
Appointing Representative Number 000437518
Appointing Representative ABN 43162297298
Memberships Association of Financial Advisers (AFA)
Further Restrictions Superannuation limited to risk insurance advice only

Authorisations to provide financial product advice

  • WILLIAM ALEXANDER BROWN
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Estate Planning Estplan
PS 146 Knowledge Assessment Integratec

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000437518 AVALONFS PTY LTD
Licence controlled by: Amodio Financial Services Pty Ltd ATF AFS Trust [Date Ceased: 07/04/2016]
Further restrictions: Superannuation limited to risk insurance advice only
2018-02-01 - AVALONFS PTY LTD
000286786 SENTRY FINANCIAL SERVICES PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD
2013-02-26 - 2018-01-31 BILL BROWN & ASSOCIATES PTY. LIMITED
000234665 CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
2011-06-01 - 2013-02-19
000237590 FINANCIAL SERVICES PARTNERS PTY LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
2009-10-01 - 2011-05-19 BILL BROWN & ASSOCIATES PTY. LIMITED
000247878 BILL BROWN & ASSOCIATES PTY. LIMITED 2004-03-01 - 2009-11-26

Licensee Information

Licence Name AVALONFS PTY LTD
Licence Number 000437518
Licence ABN 43162297298

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
STACY LOUISE BARNES Avalonfs Pty Ltd Current 2018-08-02
GAYLE MARGARET MCKEW Avalonfs Pty Ltd Current 2018-07-25
RICK YU-HSUEH PENG Avalonfs Pty Ltd Current 2018-07-10
JANICE GAIL ILONI FURSTENBERG Avalonfs Pty Ltd Current 2018-07-03
MICHAEL NGEE TIONG TAN Avalonfs Pty Ltd Current 2018-07-02
TIMOTHY CHING Avalonfs Pty Ltd Current 2018-06-29
STEFANO DURO Avalonfs Pty Ltd Current 2018-06-29
BRAD FRANKHAM Avalonfs Pty Ltd Current 2018-06-19
SHAUN LIDDICOAT Avalonfs Pty Ltd Current 2018-06-18
ALAN GEOFFREY MARSH Avalonfs Pty Ltd Current 2018-06-18

Competitor

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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.