David Williams
Financial Adviser in Malvern, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000240010
- Location
- Malvern VIC 3144
- Licensee
- JSM Management Pty Ltd (AFSL 502629)
- Authorised since
- 18 December 2017
- First provided advice
- 1997
- Qualifications
- Diploma of Financial Services (Financial Planning), Tribeca (2004); FASEA Ethics unit, Kaplan (2020); Economic and Legal Context for Financial Planning, Kaplan (2021)
- Advice areas
- superannuation, 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 David Williams
David Williams is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Malvern, Victoria (adviser number 000240010).
David provides advice as an authorised representative of JSM Management Pty Ltd, which holds Australian financial services licence 502629. The current authorisation started on 18 December 2017.
The register records 1997 as the year David first provided financial advice. The qualifications listed for David include Diploma of Financial Services (Financial Planning) (Tribeca, 2004), FASEA Ethics unit (Kaplan, 2020) and Economic and Legal Context for Financial Planning (Kaplan, 2021).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is David Williams a registered financial adviser?
Yes. David Williams is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000240010.
Which licensee does David Williams work under?
JSM Management Pty Ltd, Australian financial services licence 502629.
What can David Williams give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.