CLAIRE WILLIAMS
Financial Adviser · Moorabbin, VIC
📚 Qualifications & Training
1996 - Bachelor of Business - - Curtin University of Technology
2000 - Diploma of Financial Planning - - Deakin University
2013 - SMSF Specialist Advisor - - SPAA
2015 - Wealth Mgmt Symposium - - CIE
2019 - Ethics and Professionalism Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
SMSF Association
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.