JAMES DAVID WILLIAMS (Adviser# 001254191) 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 May 1, 2017.
| Register Name | Financial Advisers |
| Adviser Name | JAMES DAVID WILLIAMS |
| Adviser Number | 001254191 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2008 |
| Financial Service (AFS) Licence |
Licence# 000476223 VIRIDIAN ADVISORY PTY LTD |
| Adviser Start Date | 2017-05-01 |
| Appointing Representative Name | WILLIAMS PRIVATE WEALTH PTY LTD |
| Appointing Representative Number | 001254178 |
| Appointing Representative ABN | 78618802494 |
| Memberships |
Financial Planning Association of Australia (FPA) Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Economics | University of Western Australia |
| Bachelor of Economics | University of Western Australia |
| Certified Financial Planner | Deakin University |
| Certified Financial Planner | Deakin University |
| Graduate Diploma of Financial Planning | FINSIA |
| Graduate Diploma of Financial Planning | FINSIA |
| Margin Lending and Geared Investments | Kaplan Professional Education |
| Margin Lending and Geared Investments | Kaplan Professional Education |
| Post Graduate Diploma Business (Economics and Finance) | Curtin University |
| Post Graduate Diploma Business (Economics and Finance) | Curtin University |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000476223 | VIRIDIAN ADVISORY PTY LTD | 2017-05-01 - | WILLIAMS PRIVATE WEALTH PTY LTD |
| 000233714 |
WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION |
2012-02-16 - 2017-04-21 | |
| 000238282 |
RSM FINANCIAL SERVICES AUSTRALIA PTY LTD
Licence controlled by: BIRDS HOLDINGS PTY LTD |
2008-10-01 - 2011-08-01 |
| Licence Name | VIRIDIAN ADVISORY PTY LTD |
| Licence Number | 000476223 |
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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.