Alison Jane Williamson
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000224521
- Location
- Sydney NSW 2000
- Licensee
- Fiducian Financial Services Pty Ltd (AFSL 231103)
- Authorised since
- 31 May 2010
- First provided advice
- 1985
- Qualifications
- Diploma of Financial Planning, FPA (2003); Certified Financial Planner, FPA (2004); SMSF, Kaplan (2010); Estate Planning, University of Technology Sydney (2011); Cert IV in Finance & Mortgage Broking, Kaplan (2012)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Alison Jane Williamson
On the Financial Advisers Register kept by ASIC, Alison Jane Williamson appears as a current financial adviser in Sydney, New South Wales, adviser number 000224521.
Alison provides advice as an authorised representative of Fiducian Financial Services Pty Ltd, which holds Australian financial services licence 231103. The current authorisation started on 31 May 2010.
The register records 1985 as the year Alison first provided financial advice. The qualifications listed for Alison include Diploma of Financial Planning (FPA, 2003), Certified Financial Planner (FPA, 2004) and SMSF (Kaplan, 2010). Alison is recorded as a member of Financial Advice Association of Australia (FAAA).
Alison is authorised to advise 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.
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Questions people ask
Is Alison Jane Williamson a registered financial adviser?
Yes. Alison Jane Williamson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000224521.
Which licensee does Alison Jane Williamson work under?
Fiducian Financial Services Pty Ltd, Australian financial services licence 231103.
What can Alison Jane Williamson 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.