Trevor Ian Williams
Financial Adviser in Cooks Hill, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000250977
- Location
- Cooks Hill NSW 2300
- Licensee
- PWW Licensee Pty Ltd (AFSL 407075)
- Authorised since
- 2 September 2011
- First provided advice
- 1974
- Qualifications
- LUA Training Course Stage 1, Life Underwriters Association of Australia (1977); LUA Training Course Stage 2, Life Underwriters Association of Australia (1986); LUA Disability Income Course, Life Underwriters Association of Australia (1988); Diploma of Financial Services (financial planning), Tribeca (2006)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Trevor Ian Williams
Trevor Ian Williams is a financial adviser in Cooks Hill, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000250977.
The licensee Trevor advises under is PWW Licensee Pty Ltd (AFS licence 407075). That authorisation dates from 2 September 2011.
According to the register, Trevor first provided financial advice in 1974. Qualifications and training on file include LUA Training Course Stage 1 (Life Underwriters Association of Australia, 1977), LUA Training Course Stage 2 (Life Underwriters Association of Australia, 1986) and LUA Disability Income Course (Life Underwriters Association of Australia, 1988). Trevor is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Trevor Ian Williams a registered financial adviser?
Yes. Trevor Ian Williams is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250977.
Which licensee does Trevor Ian Williams work under?
PWW Licensee Pty Ltd, Australian financial services licence 407075.
What can Trevor Ian Williams give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts.