William Inglis Financial Planner Report

Name:
William Inglis

Rep Number:
001251499

Status:
Current

First Advice:
2016

Disciplinary action:
No action

Most Recent Role:
2016-06-21 onwards

Location:
Newport, , NSW, 0

Licensee
Name:

Number:
000485928

Controlled By:

Appointed By
Name:
Inglis Financial Services Pty Limited

Licence Number:
000485928

May advise on following product areas:
A person's existing holding in a superannuation product
Self-Managed Superannuation Fund
Superannuation

Qualifications
Australian Society of CPA's
CPA Program
Institute of Chartered Accountants
Professional Year
Financial Education Professionals
RG 146 SMSF Licensing

Memberships
CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA)