WILLIAM JOSEPH MEEHAN
Financial Adviser · Engadine, NSW
📚 Qualifications & Training
2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Limited
2010 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - TAFE NSW
2010 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2013 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Institute of Strategic Management
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.