Alec James Willing
Financial Adviser in Rosny Park, Tasmania, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001267544
- Location
- Rosny Park TAS 7018
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 21 August 2023
- First provided advice
- 2018
- Qualifications
- Diploma of Financial Planning, Kaplan Professional (2018); Bachelor of Business, University of Tasmania (2019); FPC008 Investment Advice, Kaplan Professional (2021); Graduate Diploma of Financial Planning, Kaplan Professional (2021)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Alec James Willing
On the Financial Advisers Register kept by ASIC, Alec James Willing appears as a current financial adviser in Rosny Park, Tasmania, adviser number 001267544.
The licensee Alec advises under is Fortnum Private Wealth Ltd (AFS licence 357306). The current authorisation started on 21 August 2023.
According to the register, Alec first provided financial advice in 2018. Qualifications and training on file include Diploma of Financial Planning (Kaplan Professional, 2018), Bachelor of Business (University of Tasmania, 2019) and FPC008 Investment Advice (Kaplan Professional, 2021).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Alec James Willing a registered financial adviser?
Yes. Alec James Willing is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001267544.
Which licensee does Alec James Willing work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Alec James Willing 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.