Bradley John Williams
Financial Adviser in Surrey Hills, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000228900
- Location
- Surrey Hills VIC 3127
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 31 January 2014
- First provided advice
- 2003
- Qualifications
- Bachelor of Science (Hons), The University of Melbourne (1998); Diploma of Financial Planning, Deakin University (2001); CFP Education Program, Deakin University (2005); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Bradley John Williams
On the Financial Advisers Register kept by ASIC, Bradley John Williams appears as a current financial adviser in Surrey Hills, Victoria, adviser number 000228900.
Bradley provides advice as an authorised representative of Personal Financial Services Ltd, which holds Australian financial services licence 234459. That authorisation dates from 31 January 2014.
According to the register, Bradley first provided financial advice in 2003. The qualifications listed for Bradley include Bachelor of Science (Hons) (The University of Melbourne, 1998), Diploma of Financial Planning (Deakin University, 2001) and CFP Education Program (Deakin University, 2005). Bradley is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, deposit and payment products and government debentures, stocks and bonds, 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 Bradley John Williams a registered financial adviser?
Yes. Bradley John Williams is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000228900.
Which licensee does Bradley John Williams work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Bradley John Williams give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.