WILLIAM GREGORY WOODS
Financial Adviser ยท Randwick, NSW
๐ Qualifications & Training
2003 - Diploma of Financial Advising - - Securities Institue
2010 - Margin Lending & Geared Investments - - Kaplan
2010 - SMSF - - Kaplan Training
๐ข Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Services Institute of Australasia (FINSIA)
โน๏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.