WILLIAM JAMES MILLS
Financial Adviser · Thornleigh, NSW
📚 Qualifications & Training
1990 - Taxation Law - - University of Technology
1997 - Tax Agent Registration - - Tax Practitioners Board
2008 - Accountants Practice Certificate & Fellow - - National Tax & Accountants Association
2011 - Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services Academy
🏢 Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
Australian Institute of Management
National Tax Accountants Association
The Tax Institute
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.