JAMES FREDERICK WILLIAMSON
Financial Adviser · Pymble, NSW
📚 Qualifications & Training
2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - FINSIA
2010 - SMSF Association Specialist Accreditation Program - Other - SMSF Association
2010 - SSA - SMSF Specialist Advisor - Professional Designations - SMSF Association
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - International Institute of Technology Pty Ltd (IIT)
2019 - FPC003 Superannuation and Retirement Planning - Other - Kaplan Professional
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
SMSF Association (SMSFA)
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.