Allan Williams Financial Planner Report

Name:
Allan Lloyd Williams

Rep Number:
000341489

Status:
Current

First Advice:
2009

Disciplinary action:
No action

Most Recent Role:
2009-10-02 onwards

Location:
Frankston, Melbourne, VIC, 3199

Licensee
Name:

Number:
000229920

ABN:
62 005 261 334

Appointed By
Name:
Flinders Partners Financial Services Pty Ltd

Licence Number:
000229920

ABN:
62 005 261 334

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
Deakin University
Bachelor of Commerce
CPA Australia
Certified Practising Accountant
International Institute of Technology
Diploma of Financial Services (Financial Planning)
Deakin University
Master of Business Administration

Memberships
CPA Australia (CPA)