William James Mills
Financial Adviser in Thornleigh, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000268734
- Location
- Thornleigh NSW 2120
- Licensee
- Price Financial Intelligence Pty Ltd (AFSL 402367)
- Authorised since
- 23 November 2011
- First provided advice
- 1983
- Qualifications
- Taxation Law, University of Technology (1990); Tax Agent Registration, Tax Practitioners Board (1997); Accountants Practice Certificate & Fellow, National Tax & Accountants Association (2008); Diploma of Financial Services (Financial Planning), Pinnacle Financial Services Academy (2011)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP); Australian Institute of Management; National Tax Accountants Association; The Tax Institute
- 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, standard margin lending, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About William James Mills
William James Mills is a financial adviser in Thornleigh, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000268734.
Advice is given under the Australian financial services licence of Price Financial Intelligence Pty Ltd, licence number 402367. That authorisation dates from 23 November 2011.
According to the register, William first provided financial advice in 1983. Qualifications and training on file include Taxation Law (University of Technology, 1990), Tax Agent Registration (Tax Practitioners Board, 1997) and Accountants Practice Certificate & Fellow (National Tax & Accountants Association, 2008). William is recorded as a member of Association of Independently Owned Financial Professionals (AIOFP), Australian Institute of Management and National Tax Accountants Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 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 James Mills a registered financial adviser?
Yes. William James Mills is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000268734.
Which licensee does William James Mills work under?
Price Financial Intelligence Pty Ltd, Australian financial services licence 402367.
What can William James Mills 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; standard margin lending; managed discretionary account services.