Brett Williams Financial Planner Report

Name:
Brett Anthony Williams

Rep Number:
000224461

Status:
Current

First Advice:
1988

Disciplinary action:
No action

Most Recent Role:
2002-11-02 onwards

Location:
Prahran, Melbourne, VIC, 3181

Licensee
Name:

Number:
000222154

ABN:
52 090 647 984

Appointed By
Name:
Financial Affairs Pty Ltd

Licence Number:
000222154

ABN:
52 090 647 984

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Deakin University
Advance Diploma of Financial Planning
Alpha Group
Alpha PD day
SPAA
SPAA State Technical Conference
CIE
Wealth Management Sympsium

Memberships
Financial Planning Association of Australia (FPA)