DEBORAH CAROL MCWILLIAM
Financial Adviser · Noosaville, QLD
📚 Qualifications & Training
1997 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Southern Queensland
2001 - Diploma of Financial Planning (8 units) - Advanced Diploma (AQF 6) - FPA Australia
2004 - Self Managed Superannuation Funds Adviser Course - Other - Tribeca Learning
2016 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Certified Financial Planner (CFP) of FAAA
Certified Practising Accountant (CPA) with Specialist in Financial Planning of CPA Australia
National Tax & Accountants Association (NTAA)
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.