WILLIAM JAMES WALKER
Financial Adviser Ā· Osborne Park, WA
š Qualifications & Training
2006 - Bachelor of Business (Finance and Marketing) - Bachelor Degree (AQF 7) - Edwin Cowan University
2009 - Self Managed Superannuation Funds and Accredited Listed Product Advice Course - Professional Designations - Kaplan Professional
2010 - Margin Lending and Geared Investments Course - Professional Designations - Kaplan Professional
2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2019 - Ethics and Professionalism in Financial Advice Course - Bridging Course - Ethics - Kaplan Higher Education
ā¹ļø 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.