MARK JAMES WILLIAMS

Financial Adviser ยท Eastwood, SA

Registered

Registration Number

000261004

Registration Status

Registered

Location

Eastwood, SA 5063

Providing Advice Since

2005

Registration Date

15/12/2018

Financial Services Licensee

W2 WEALTH PTY LTD

Licence #000508696

๐Ÿ“š Qualifications & Training

1996 - Bachelor Degree (Hons) - Financial Services - - Bournemouth University
2004 - Diploma - Financial Planning - - FINSIA
2005 - Advanced Diploma - Financial Planning - - FINSIA
2008 - CFP - Certified Financial Planner - - Financial Planning Association of Australia

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.