Alison Williamson Financial Planner Report

Name:
Alison Jane Williamson

Rep Number:
000224521

Status:
Current

First Advice:
1985

Disciplinary action:
No action

Most Recent Role:
2010-05-31 onwards

Location:
Cherrybrook, Sydney, NSW, 2126

Licensee
Name:

Number:
000231103

ABN:
46 094 765 134

Controlled By:

Appointed By
Name:
Fiducian Financial Services Pty Ltd

Licence Number:
000231103

ABN:
46 094 765 134

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
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan
Cert IV in Finance & Mortgage Broking
FPA
Certified Financial Planner
FPA
Diploma of Financial Planning
University of Technology Sydney
Estate Planning
Kaplan
SMSF

Memberships
Financial Planning Association of Australia (FPA)