Julie Williams
Financial Adviser in Subiaco, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000276967
- Location
- Subiaco WA 6008
- Licensee
- Ad Advisory Services Pty Ltd (AFSL 237058)
- Authorised since
- 13 November 2018
- First provided advice
- 2004
- Qualifications
- Bachelor of Business, Edith Cowan University (1992); Diploma Financial Services, Kaplan (2004); Advanced Diploma Financial Services, Kaplan (2010); Margin Lending and Geared Investments, Kaplan (2011); CERT 4 Finance and Mortgage Broking, Kaplan (2012)
- Memberships
- Australian Financial Compliants Authority (AFCA); Stockbrokers and Investment Advisers Association (SIAA); The Finance Brokers Association of Australia Limited (FBAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Julie Williams
Julie Williams is a financial adviser in Subiaco, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000276967.
Advice is given under the Australian financial services licence of Ad Advisory Services Pty Ltd, licence number 237058. That authorisation dates from 13 November 2018.
According to the register, Julie first provided financial advice in 2004. The qualifications listed for Julie include Bachelor of Business (Edith Cowan University, 1992), Diploma Financial Services (Kaplan, 2004) and Advanced Diploma Financial Services (Kaplan, 2010). Julie is recorded as a member of Australian Financial Compliants Authority (AFCA), Stockbrokers and Investment Advisers Association (SIAA) and The Finance Brokers Association of Australia Limited (FBAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, 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 Julie Williams a registered financial adviser?
Yes. Julie Williams is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000276967.
Which licensee does Julie Williams work under?
Ad Advisory Services Pty Ltd, Australian financial services licence 237058.
What can Julie 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.