PATRICK AQUINAS WILLIAMS
Financial Adviser · Orange, NSW
📚 Qualifications & Training
1999 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Charles Sturt University
2007 - Graduate Certificate of Financial Planning - Graduate Certificate (AQF 8) - FINSIA Education
2011 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.