William Ben Lockwood
Financial Adviser in Tamworth, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000318369
- Location
- Tamworth NSW 2340
- Licensee
- Forsyths Financial Services Pty Ltd (AFSL 259938)
- Authorised since
- 4 October 2016
- First provided advice
- 2007
- Qualifications
- Bachelor of Business (Finance), Jacksonville University Florida (2002); Masters of Professional Accounting, University of Southern Queensland (2007); Advanced Diploma in Financial Services (Financial Planning), Kaplan (2012); FCB002B Ethics & Professionalism in Financial Advice, Kaplan (2024)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, 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 William Ben Lockwood
On the Financial Advisers Register kept by ASIC, William Ben Lockwood appears as a current financial adviser in Tamworth, New South Wales, adviser number 000318369.
The licensee William advises under is Forsyths Financial Services Pty Ltd (AFS licence 259938). That authorisation dates from 4 October 2016.
According to the register, William first provided financial advice in 2007. The qualifications listed for William include Bachelor of Business (Finance) (Jacksonville University Florida, 2002), Masters of Professional Accounting (University of Southern Queensland, 2007) and Advanced Diploma in Financial Services (Financial Planning) (Kaplan, 2012). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
William is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, 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 William Ben Lockwood a registered financial adviser?
Yes. William Ben Lockwood is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000318369.
Which licensee does William Ben Lockwood work under?
Forsyths Financial Services Pty Ltd, Australian financial services licence 259938.
What can William Ben Lockwood give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.