Deborah Mcwilliam Financial Planner Report

Name:
Deborah Carol Mcwilliam

Rep Number:
000244951

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2003-12-08 onwards

Location:
Noosaville, South Eastern, QLD, 4566

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
Retirement Savings Account Products
Superannuation

Qualifications
Kaplan Professional
Accredited Listed Product Adviser Program
University of Southern Queensland
Bachelor of Business
FPA
Certified Financial Planner
CPA Australia
Certified Practicing Accountant
The Strategist Group
Self Managed Super Fund Course

Memberships
CPA Australia (CPA)
Financial Planning Association of Australia (FPA)
National Tax & Accountants Association (NTAA)