Adam Williams
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001253712
- Location
- Adelaide SA 5000
- Licensee
- Australia and New Zealand Banking Group Limited (AFSL 234527)
- Authorised since
- 3 April 2017
- First provided advice
- 2017
- Qualifications
- Diploma of Financial Planning, Monarch Institute (2015); Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2019); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2020); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2021); Master of Financial Planning, Kaplan Higher Education Pty Limited (2023); Commercial Law, Kaplan Higher Education Pty Limited (2025)
- Memberships
- SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- Securities - Class of product advice only.
- Tax (financial) advice
- Yes
- Register status
- Current
About Adam Williams
Adam Williams is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Adelaide, South Australia (adviser number 001253712).
Advice is given under the Australian financial services licence of Australia and New Zealand Banking Group Limited, licence number 234527. The current authorisation started on 3 April 2017.
According to the register, Adam first provided financial advice in 2017. Qualifications and training on file include Diploma of Financial Planning (Monarch Institute, 2015), Advanced Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2018) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education Pty Limited, 2019). Professional memberships recorded: SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Securities – Class of product advice only.”
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Questions people ask
Is Adam Williams a registered financial adviser?
Yes. Adam Williams is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001253712.
Which licensee does Adam Williams work under?
Australia and New Zealand Banking Group Limited, Australian financial services licence 234527.
What can Adam Williams give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "Securities - Class of product advice only."