William Lyons
Financial Adviser in Joondalup, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001242252
- Location
- Joondalup WA 6027
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 1 April 2020
- First provided advice
- 2016
- Qualifications
- Diploma of Financial Planning, Kaplan (2016); Advanced Diploma of Financial Planning (FNS60415), Kaplan (2018); Accredited Listed Product Adviser Program, Kaplan (2020); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2024)
- 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 Lyons
William Lyons is a financial adviser in Joondalup, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001242252.
William provides advice as an authorised representative of Fortnum Private Wealth Ltd, which holds Australian financial services licence 357306. That authorisation dates from 1 April 2020.
According to the register, William first provided financial advice in 2016. The qualifications listed for William include Diploma of Financial Planning (Kaplan, 2016), Advanced Diploma of Financial Planning (FNS60415) (Kaplan, 2018) and Accredited Listed Product Adviser Program (Kaplan, 2020).
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 Lyons a registered financial adviser?
Yes. William Lyons is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001242252.
Which licensee does William Lyons work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can William Lyons 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.