Michael Williams
Financial Adviser in Cooma, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000301840
- Location
- Cooma NSW 2630
- Licensee
- Avalonfs Pty Ltd (AFSL 437518)
- Authorised since
- 8 May 2020
- First provided advice
- 1990
- Qualifications
- Accounting Certificate, TAFE (1983); Diploma of Financial Planning, Financial Planning Assocation of Australia (1998); Association of Superannuation Funds Australia, Diploma of Financial (2005); Certified Financial Planner, FPA (2005); Margin Lending & Geared Investments, Kaplan Professional (2010)
- Memberships
- Association of Superannuation Funds Australia (ASFA); Financial Planning Association (FPA) - Certified Financial Planner
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Michael Williams
Michael Williams is a financial adviser in Cooma, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000301840.
The licensee Michael advises under is Avalonfs Pty Ltd (AFS licence 437518). That authorisation dates from 8 May 2020.
The register records 1990 as the year Michael first provided financial advice. The qualifications listed for Michael include Accounting Certificate (TAFE, 1983), Diploma of Financial Planning (Financial Planning Assocation of Australia, 1998) and Association of Superannuation Funds Australia (Diploma of Financial, 2005). Michael is recorded as a member of Association of Superannuation Funds Australia (ASFA) and Financial Planning Association (FPA) – Certified Financial Planner.
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 Michael Williams a registered financial adviser?
Yes. Michael Williams is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000301840.
Which licensee does Michael Williams work under?
Avalonfs Pty Ltd, Australian financial services licence 437518.
What can Michael 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; retirement savings accounts; standard margin lending.