Alison Williamson
Financial Adviser in Dubbo, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000380895
- Location
- Dubbo NSW 2830
- Licensee
- Pear Tree Financial Planning Pty Ltd (AFSL 526297)
- Authorised since
- 30 November 2020
- First provided advice
- 2002
- Qualifications
- Bachelor of Business, The University of Sydney (1995); Graduate Certificate in Finance, Charles Sturt University (1999); Graduate Diploma Financial Planning, Securities Institute of Australia (2002); Certified Financial Planner, Financial Planning Association (2005); Graduate Certificate in SMSF, Kaplan Professional (2017); Ethics & Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Alison Williamson
Alison Williamson is a financial adviser in Dubbo, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000380895.
The licensee Alison advises under is Pear Tree Financial Planning Pty Ltd (AFS licence 526297). The current authorisation started on 30 November 2020.
According to the register, Alison first provided financial advice in 2002. The qualifications listed for Alison include Bachelor of Business (The University of Sydney, 1995), Graduate Certificate in Finance (Charles Sturt University, 1999) and Graduate Diploma Financial Planning (Securities Institute of Australia, 2002). Alison is recorded as a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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 Williamson a registered financial adviser?
Yes. Alison Williamson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000380895.
Which licensee does Alison Williamson work under?
Pear Tree Financial Planning Pty Ltd, Australian financial services licence 526297.
What can Alison 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.