Deborah Carol McWilliam
Financial Adviser in Noosaville, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000244951
- Location
- Noosaville QLD 4566
- Licensee
- Professional Investment Services Pty Ltd (AFSL 234951)
- Authorised since
- 8 December 2003
- First provided advice
- 1999
- Qualifications
- Bachelor of Business, University of Southern Queensland (1997); Diploma of Financial Planning (8 units), FPA Australia (2001); Self Managed Superannuation Funds Adviser Course, Tribeca Learning (2004); Accredited Listed Product Adviser Program, Kaplan Professional (2016); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2020)
- Memberships
- Certified Financial Planner (CFP) of FAAA; Certified Practising Accountant (CPA) with Specialist in Financial Planning of CPA Australia; National Tax & Accountants Association (NTAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Deborah Carol McWilliam
Deborah Carol McWilliam is a financial adviser in Noosaville, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000244951.
Deborah provides advice as an authorised representative of Professional Investment Services Pty Ltd, which holds Australian financial services licence 234951. That authorisation dates from 8 December 2003.
The register records 1999 as the year Deborah first provided financial advice. The qualifications listed for Deborah include Bachelor of Business (University of Southern Queensland, 1997), Diploma of Financial Planning (8 units) (FPA Australia, 2001) and Self Managed Superannuation Funds Adviser Course (Tribeca Learning, 2004). Deborah is recorded as a member of Certified Financial Planner (CFP) of FAAA, Certified Practising Accountant (CPA) with Specialist in Financial Planning of CPA Australia and National Tax & Accountants Association (NTAA).
Deborah is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment 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 Deborah Carol McWilliam a registered financial adviser?
Yes. Deborah Carol McWilliam is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000244951.
Which licensee does Deborah Carol McWilliam work under?
Professional Investment Services Pty Ltd, Australian financial services licence 234951.
What can Deborah Carol McWilliam give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.