Joshua Williams Financial Planner Report

Name:
Joshua Philip Williams

Rep Number:
001255476

Status:
Current

First Advice:
2017

Disciplinary action:
No action

Most Recent Role:
2017-06-14 onwards

Licensee
Name:

Number:
000449221

ABN:
93 161 647 007

Controlled By:

Appointed By
Name:
Cb Financial Pty Ltd

Licence Number:
000303961

ABN:
84 120 482 313

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 Education
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Ltd
Diploma of Financial Services (Financial Planning)
Kaplan Professional
Self Managed Superannuation Funds