CLAIRE WILLIAMS (Adviser# 001001355) 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 1, 2007.
| Register Name | Financial Advisers |
| Adviser Name | CLAIRE WILLIAMS |
| Adviser Number | 001001355 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1997 |
| Financial Service (AFS) Licence |
Licence# 000222154 FINANCIAL AFFAIRS PTY LTD |
| Licence ABN | 52090647984 |
| Adviser Start Date | 2007-11-01 |
| Appointing Representative Name | FINANCIAL AFFAIRS PTY LTD |
| Appointing Representative Number | 000222154 |
| Appointing Representative ABN | 52090647984 |
| Memberships | SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business | Curtin University of Technology |
| Diploma of Financial Planning | Deakin University |
| SMSF Specialist Advisor | SPAA |
| SPAA State Technical Conference | SPAA |
| Wealth Mgmt Symposium | CIE |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000222154 | FINANCIAL AFFAIRS PTY LTD | 2007-11-01 - | FINANCIAL AFFAIRS PTY LTD |
| Licence Name | FINANCIAL AFFAIRS PTY LTD |
| Licence Number | 000222154 |
| Licence ABN | 52090647984 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ROWENA MARY THIELE | Financial Affairs Pty Ltd | Current | 2017-05-01 |
| LEONARD SACK | Financial Affairs Pty Ltd | Current | 2017-04-03 |
| WENDY JANE WALLACE | Financial Affairs Pty Ltd | Current | 2016-02-15 |
| DAVID GEOFFREY PAGE | Financial Affairs Pty Ltd | Current | 2016-02-15 |
| LINDA BRIERS | Financial Affairs Pty Ltd | Ceased | 2010-03-22 |
| TIM GOGGIN | Financial Affairs Pty Ltd | Ceased | 2009-11-09 |
| LOUISE BARTHELOT | Financial Affairs Pty Ltd | Ceased | 2009-01-28 |
| BRETT ANTHONY WILLIAMS | Financial Affairs Pty Ltd | Current | 2002-11-02 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ROWENA MARY THIELE | Financial Affairs Pty Ltd | Current | 2017-05-01 |
| LEONARD SACK | Financial Affairs Pty Ltd | Current | 2017-04-03 |
| WENDY JANE WALLACE | Financial Affairs Pty Ltd | Current | 2016-02-15 |
| DAVID GEOFFREY PAGE | Financial Affairs Pty Ltd | Current | 2016-02-15 |
| LINDA BRIERS | Financial Affairs Pty Ltd | Ceased | 2010-03-22 |
| TIM GOGGIN | Financial Affairs Pty Ltd | Ceased | 2009-11-09 |
| LOUISE BARTHELOT | Financial Affairs Pty Ltd | Ceased | 2009-01-28 |
| BRETT ANTHONY WILLIAMS | Financial Affairs Pty Ltd | Current | 2002-11-02 |
Please comment or provide details below to improve the information on .
| 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.