William Jackson
Financial Adviser in Kew, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000448446
- Location
- Kew VIC 3101
- Licensee
- Cotham Advisory Pty Ltd (AFSL 516624)
- Authorised since
- 1 March 2023
- First provided advice
- 2013
- Qualifications
- Bachelor of Science: Business and Management, Brunel University (United Kingdom) (2006); Diploma of Financial services (Financial Planning), Investment Banking Institute (2011); Advanced Diploma of Financial Planning, Kaplan Professional (2012); RG146 Tier 1 Specialist Margin lending Course, International Institute of Technology (2013); CFP Certification Program, Financial Planning Association of Australia (2014); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2021); Economic and Legal context for Financial Planning, Kaplan Professional (2023); Client engagement skills, Kaplan Professional (2024)
- 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 William Jackson
On the Financial Advisers Register kept by ASIC, William Jackson appears as a current financial adviser in Kew, Victoria, adviser number 000448446.
Advice is given under the Australian financial services licence of Cotham Advisory Pty Ltd, licence number 516624. That authorisation dates from 1 March 2023.
According to the register, William first provided financial advice in 2013. Qualifications and training on file include Bachelor of Science: Business and Management (Brunel University (United Kingdom), 2006), Diploma of Financial services (Financial Planning) (Investment Banking Institute, 2011) and Advanced Diploma of Financial Planning (Kaplan Professional, 2012). 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 William Jackson a registered financial adviser?
Yes. William Jackson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000448446.
Which licensee does William Jackson work under?
Cotham Advisory Pty Ltd, Australian financial services licence 516624.
What can William Jackson 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.