WILLIAM JAMES EZZY
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2007 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Melbourne
2009 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Kaplan Professional
2009 - Graduate Diploma of Applied Finance (Financial Planning) - Graduate Diploma (AQF 8) - Kaplan Professional
2010 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Professional
2013 - Certified Financial Planner - Other - Financial Planners Association of Australia
2013 - Tier 1 Margin Lending - Personal Advice - Other - Kaplan Professional
2014 - Self Managed Superannuation Funds - Other - Kaplan Professional
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 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.