Michael James Williams
Financial Adviser in Broadmeadow, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000316841
- Location
- Broadmeadow NSW 2292
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 23 August 2007
- First provided advice
- 2008
- Qualifications
- FNS60404, Kaplan Professional Education (2009); Margin Lending and Geared Investments, Kaplan Professional Education (2010); Self Managed Superannuation Funds, Kaplan Professional Education (2010); Certified Financial Planner (CFP) Program, Financial Planning Association of Australia (2011); FNS40811, Kaplan Professional Education (2014)
- Memberships
- Financial Advice Association of Australia (FAAA); MDRT - The Premier Association of Financial Professionals
- 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 Michael James Williams
On the Financial Advisers Register kept by ASIC, Michael James Williams appears as a current financial adviser in Broadmeadow, New South Wales, adviser number 000316841.
The licensee Michael advises under is Matrix Planning Solutions Limited (AFS licence 238256). The current authorisation started on 23 August 2007.
According to the register, Michael first provided financial advice in 2008. The qualifications listed for Michael include FNS60404 (Kaplan Professional Education, 2009), Margin Lending and Geared Investments (Kaplan Professional Education, 2010) and Self Managed Superannuation Funds (Kaplan Professional Education, 2010). Michael is recorded as a member of Financial Advice Association of Australia (FAAA) and MDRT – The Premier Association of Financial Professionals.
The authorisation covers advice 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 Michael James Williams a registered financial adviser?
Yes. Michael James Williams is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000316841.
Which licensee does Michael James Williams work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Michael James 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.