Michael Williams Financial Planner Report

Name:
Michael John Williams

Rep Number:
000339935

Status:
Current

First Advice:
2005

Disciplinary action:
No action

Most Recent Role:
2011-02-03 onwards

Location:
Carindale, Brisbane, QLD, 4152

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
Superannuation

Qualifications
Kaplan
Advanced Diploma of Financial Planning
MFAA
Certificate IV in Financial Services (Finance/Mortgage Broking)
Kaplan
Diploma of Financial Services (Financial Planning)
Kaplan
Margin Lending
Kaplan
Self Managed Super Fund Course