Alexander McWilliams
Financial Adviser in Surfers Paradise, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001266231
- Location
- Surfers Paradise QLD 4217
- Licensee
- True Wealth Financial Group Pty Ltd (AFSL 546280)
- Authorised since
- 16 November 2023
- First provided advice
- 2018
- Qualifications
- Marketing, Griffith University (2017); Real Estate & Property Development, Griffith University (2017); Diploma of Financial Planning, Monarch Institute (2019); Graduate Diploma of Financial Planning, Kaplan (2025)
- 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 Alexander McWilliams
Alexander McWilliams is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Surfers Paradise, Queensland (adviser number 001266231).
The licensee Alexander advises under is True Wealth Financial Group Pty Ltd (AFS licence 546280). That authorisation dates from 16 November 2023.
The register records 2018 as the year Alexander first provided financial advice. Qualifications and training on file include Marketing (Griffith University, 2017), Real Estate & Property Development (Griffith University, 2017) and Diploma of Financial Planning (Monarch Institute, 2019).
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 Alexander McWilliams a registered financial adviser?
Yes. Alexander McWilliams is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001266231.
Which licensee does Alexander McWilliams work under?
True Wealth Financial Group Pty Ltd, Australian financial services licence 546280.
What can Alexander McWilliams 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.