Paul Stephen Williams
Financial Adviser in Deakin, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004054
- Location
- Deakin ACT 2600
- Licensee
- Sentry Advice Pty Ltd (AFSL 227748)
- Authorised since
- 20 November 2019
- First provided advice
- 2011
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Education Pty Ltd (2011); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Ltd (2015); Master of Applied Finance, Kaplan Higher Education Pty Ltd (2016); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Ltd (2019)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Paul Stephen Williams
Paul Stephen Williams is a financial adviser in Deakin, Australian Capital Territory, listed on the Financial Advisers Register kept by ASIC under adviser number 001004054.
Paul provides advice as an authorised representative of Sentry Advice Pty Ltd, which holds Australian financial services licence 227748. That authorisation dates from 20 November 2019.
The register records 2011 as the year Paul first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Education Pty Ltd, 2011), Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Ltd, 2015) and Master of Applied Finance (Kaplan Higher Education Pty Ltd, 2016). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
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 Paul Stephen Williams a registered financial adviser?
Yes. Paul Stephen Williams is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004054.
Which licensee does Paul Stephen Williams work under?
Sentry Advice Pty Ltd, Australian financial services licence 227748.
What can Paul Stephen 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.