WILLIAM DAVID HOWARD
Financial Adviser · Newcastle, NSW
📚 Qualifications & Training
2007 - Bachelor of Finance - Bachelor Degree (AQF 7) - The University of Newcastle
2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education
2014 - Advanced Diploma of Financial Planning FN60410 - Advanced Diploma (AQF 6) - RG146 Training Australia Pty Ltd
2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2016 - Self Managed Superannuation Funds - Diploma (AQF 5) - Kaplan Professional
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 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.