WILLIAM JOHN MCCONNELL
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2007 - Bachelor of Business (Financial Management) - Bachelor Degree (AQF 7) - La Trobe University
2014 - Diploma of Financial Markets (Debt Markets) - - AFMA
2016 - Diploma of Financial Markets (Foreign Exchange) - - AFMA
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
🏢 Professional Memberships
AFMA Accredited Individual
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.