JAMES DAVID WILLIAMS

Financial Adviser · Melbourne, VIC

Registered

JAMES DAVID WILLIAMS is listed on the ASIC Financial Advisers Register as a registered financial adviser, providing advice since 2008, based in Melbourne, Victoria. They are authorised to provide advice under VIRIDIAN ADVISORY PTY LTD (AFSL licence #000476223). Registered qualifications on file include 2004 - Bachelor of Economics - - University of Western Australia, 2006 - Post Graduate Diploma Business (Economics and Finance) - - Curtin University, 2007 - Graduate Diploma of Financial Planning - - FINSIA. Professional memberships listed: Financial Advice Association of Australia (FAAA), Financial Advice Association of Australia (FAAA).

Registration Number

001254191

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2008

Registration Date

21/06/2019

Financial Services Licensee

VIRIDIAN ADVISORY PTY LTD

Licence #000476223

📚 Qualifications & Training

2004 - Bachelor of Economics - - University of Western Australia

2006 - Post Graduate Diploma Business (Economics and Finance) - - Curtin University

2007 - Graduate Diploma of Financial Planning - - FINSIA

2008 - Graduate Diploma of Financial Planning (Historical SIA/FINSIA) - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited

2011 - Margin Lending and Geared Investments - - Kaplan Professional Education

2012 - Certified Financial Planner - - Deakin University

2012 - Certified Financial Planner - Other - Financial Planning Association of Australia

2012 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan Professional

2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly. Learn more about what a financial adviser registration means.