WILLIAM CHARLES POWIS
Financial Adviser · St Lucia, QLD
📚 Qualifications & Training
2016 - Certificate 3 in Financial Services - Certificate (AQF 1-4) - New South Wales Technical & Further Education Commission Australia
2020 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Griffith University
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2022 - SuperConcepts & ICFS Specialist SMSF Course - Other - SuperConcepts
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.