William Medhurst
Financial Adviser in Claremont, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000255311
- Location
- Claremont WA 6010
- Licensee
- Finchley & Kent Pty Ltd (AFSL 555169)
- Authorised since
- 13 August 2024
- First provided advice
- 1972
- Qualifications
- DFP1, DFP2, Financial Plannnig Association (1999); Superannuation and Retirement Planning, Integratec (2001); Investment Planning 1, Integratec (2004)
- Memberships
- Mortgage & Finance Association of Australia (MFAA)
- 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 Medhurst
William Medhurst is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Claremont, Western Australia (adviser number 000255311).
The licensee William advises under is Finchley & Kent Pty Ltd (AFS licence 555169). That authorisation dates from 13 August 2024.
The register records 1972 as the year William first provided financial advice. The qualifications listed for William include DFP1, DFP2 (Financial Plannnig Association, 1999), Superannuation and Retirement Planning (Integratec, 2001) and Investment Planning 1 (Integratec, 2004). Professional memberships recorded: Mortgage & Finance Association of Australia (MFAA).
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 Medhurst a registered financial adviser?
Yes. William Medhurst is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000255311.
Which licensee does William Medhurst work under?
Finchley & Kent Pty Ltd, Australian financial services licence 555169.
What can William Medhurst 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.