JULIE WILLIAMS
Financial Adviser Ā· Subiaco, WA
š Qualifications & Training
1992 - Bachelor of Business - - Edith Cowan University
2004 - Diploma Financial Services - - Kaplan
2010 - Advanced Diploma Financial Services - - Kaplan
2011 - Margin Lending and Geared Investments - - Kaplan
2012 - CERT 4 Finance and Mortgage Broking - - Kaplan
š¢ Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
Australian Financial Compliants Authority (AFCA)
Stockbrokers and Investment Advisers Association (SIAA)
The Finance Brokers Association of Australia Limited (FBAA)
ā¹ļø 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.