William Rennie
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001008483
- Location
- Melbourne VIC 3000
- Licensee
- Australia and New Zealand Banking Group Limited (AFSL 234527)
- Authorised since
- 27 February 2015
- First provided advice
- 2011
- Qualifications
- Bachelor of Finance, La Trobe University (2011); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2013); Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2014); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2019)
- 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
- Restriction
- Securities - Class of product advice only.
- Tax (financial) advice
- Yes
- Register status
- Current
About William Rennie
On the Financial Advisers Register kept by ASIC, William Rennie appears as a current financial adviser in Melbourne, Victoria, adviser number 001008483.
Advice is given under the Australian financial services licence of Australia and New Zealand Banking Group Limited, licence number 234527. The current authorisation started on 27 February 2015.
The register records 2011 as the year William first provided financial advice. Qualifications and training on file include Bachelor of Finance (La Trobe University, 2011), Self Managed Superannuation Funds (Kaplan Higher Education Pty Limited, 2013) and Advanced Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2014).
William is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Securities – Class of product advice only.”
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Questions people ask
Is William Rennie a registered financial adviser?
Yes. William Rennie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001008483.
Which licensee does William Rennie work under?
Australia and New Zealand Banking Group Limited, Australian financial services licence 234527.
What can William Rennie 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. It also records this restriction: "Securities - Class of product advice only."