ALLAN LLOYD WILLIAMS
Financial Adviser · Frankston, VIC
📚 Qualifications & Training
2002 - Bachelor of Commerce - - Deakin University
2005 - Certified Practising Accountant - - CPA Australia
2008 - Master of Business Administration - - Deakin University
2011 - Diploma of Financial Services (Financial Planning) - - International Institute of Technology
2021 - FASEA Exam Standard - Other - FASEA
🏢 Professional Memberships
CPA Australia (CPA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.