Mark Williams
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001235995
- Location
- Sydney NSW 2000
- Licensee
- David W Lee & Associates Pty Ltd (AFSL 239948)
- Authorised since
- 19 September 2022
- First provided advice
- 1997
- Qualifications
- Diploma of Financial Planning, Financial Planning Association Of Australia (2002); Margin Lending, Finance Education Professionals (2015); Self Managed Superannuation Funds, Finance Education Professionals (2015); Graduate Diploma of Financial Planning, Kaplan Professional (2024)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Mark Williams
On the Financial Advisers Register kept by ASIC, Mark Williams appears as a current financial adviser in Sydney, New South Wales, adviser number 001235995.
The licensee Mark advises under is David W Lee & Associates Pty Ltd (AFS licence 239948). The current authorisation started on 19 September 2022.
The register records 1997 as the year Mark first provided financial advice. The qualifications listed for Mark include Diploma of Financial Planning (Financial Planning Association Of Australia, 2002), Margin Lending (Finance Education Professionals, 2015) and Self Managed Superannuation Funds (Finance Education Professionals, 2015). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Mark is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Mark Williams a registered financial adviser?
Yes. Mark Williams is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001235995.
Which licensee does Mark Williams work under?
David W Lee & Associates Pty Ltd, Australian financial services licence 239948.
What can Mark 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; managed discretionary account services.