ANTHONY WILLIAMS
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1996 - Bachelor of Business (Accountancy) - Bachelor Degree (AQF 7) - RMIT
2006 - DFP - Diploma (AQF 5) - Kaplan
2008 - ADFP - Advanced Diploma (AQF 6) - Kaplan
2015 - CFP - Professional Designations - FPA
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2024 - Commercial Law - Certificate (AQF 1-4) - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.