Gavin Williams Financial Planner Report

Name:
Gavin Edwin Williams

Rep Number:
000333119

Status:
Current

First Advice:
2010

Disciplinary action:
No action

Most Recent Role:
2015-02-13 onwards

Location:
Caloundra, South Eastern, QLD, 4551

Licensee
Name:

Number:
000307379

ABN:
13 122 381 908

Controlled By:

Appointed By
Name:
Patron Financial Services Pty Ltd

Licence Number:
000307379

ABN:
13 122 381 908

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan
Accredited Listed Product Adviser Program
Kaplan
Diploma of Financial Services (Financial Planning)

Memberships
Financial Planning Association of Australia (FPA)