JOSHUA MARK WILLIAM WILLIAMS

Financial Adviser · East Maitland, NSW

Not Registered

Registration Number

001318058

Registration Status

Not Registered

Location

East Maitland, NSW 2323

Registration Date

23/10/2025

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited

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.