Claire Williams
Financial Adviser in Moorabbin, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001355
- Location
- Moorabbin VIC 3189
- Licensee
- Gild Wealth Pty Ltd (AFSL 222154)
- Authorised since
- 1 November 2007
- First provided advice
- 1997
- Qualifications
- Bachelor of Business, Curtin University of Technology (1996); Diploma of Financial Planning, Deakin University (2000); SMSF Specialist Advisor, SPAA (2013); Wealth Mgmt Symposium, CIE (2015); Ethics and Professionalism Financial Advice, Kaplan (2019)
- Memberships
- 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 Claire Williams
Claire Williams is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Moorabbin, Victoria (adviser number 001001355).
Advice is given under the Australian financial services licence of Gild Wealth Pty Ltd, licence number 222154. That authorisation dates from 1 November 2007.
The register records 1997 as the year Claire first provided financial advice. The qualifications listed for Claire include Bachelor of Business (Curtin University of Technology, 1996), Diploma of Financial Planning (Deakin University, 2000) and SMSF Specialist Advisor (SPAA, 2013). Claire is recorded as a member of SMSF Association.
Claire 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 Claire Williams a registered financial adviser?
Yes. Claire Williams is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001355.
Which licensee does Claire Williams work under?
Gild Wealth Pty Ltd, Australian financial services licence 222154.
What can Claire Williams 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.