ANDREW JOHN WILLIAMS
Financial Adviser ยท Sheidow Park, SA
๐ Qualifications & Training
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle Financial Services Academy
2010 - ASX Accredited Listed Products Adviser Program - Other - Kaplan Professional
2010 - Diploma of Financial Services (Finance/Mortgage Broking Management) - Diploma (AQF 5) - AAMC Training Group
2010 - Margin Lending and Geared Investments Course - Other - Kaplan Professional
2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy
2012 - Self Managed Superannuation Funds Course - Other - Kaplan Professional
2021 - SMSF Specialist Advisor (SSA) Accreditation - Professional Designations - SMSF Association
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
๐ข Professional Memberships
Financial Advice Association of Australia (FAAA)
Mortgage and Finance Association of Australia (MFAA)
SMSF Specialist Advisor (SSA) of the SMSF Association
โน๏ธ 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.