WILLIAM JOHNS

Financial Adviser ยท Parramatta, NSW

Registered

Registration Number

000317216

Registration Status

Registered

Location

Parramatta, NSW 2150

Providing Advice Since

2006

Registration Date

13/11/2015

Financial Services Licensee

PERSONAL FINANCIAL SERVICES LTD

Licence #000234459

๐Ÿ“š Qualifications & Training

2006 - Bachelor of Business ( Applied Finance) - Bachelor Degree (AQF 7) - University of Western Sydney
2010 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2012 - Certificate IV in Finance & Mortgage Broking - Certificate (AQF 1-4) - Kaplan
2014 - Master in Disability Studies - Masters Degree (AQF 9) - Flinders University

๐Ÿข Professional Memberships

Australian Institute of Company Directors (AICD)
Financial Advice Association of Australia (FAAA)
Society of Trust & Estate Practitioners

โ„น๏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.