Dean Williams Financial Planner Report

Name:
Dean Scott Mc Williams

Rep Number:
000235892

Status:
Current

First Advice:
1983

Disciplinary action:
No action

Most Recent Role:
2005-07-01 onwards

Location:
Robina, South Eastern, QLD, 4226

Licensee
Name:

Number:
000234951

ABN:
11 074 608 558

Controlled By:

Appointed By
Name:
Professional Investment Services Pty Ltd

Licence Number:
000234951

ABN:
11 074 608 558

May advise on following product areas:
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
Kaplan
ASX Securities
AAMC
Diploma of Financial Services (Finance/Mortgage Broking Management)
FPA
Foundation Diploma of Financial Planning
Kaplan
Margin Lending
Tribeca (Cert of Completion)
Self Managed Super Fund Course

Memberships
Financial Planning Association of Australia (FPA)