WILLIAM MEDHURST
Financial Adviser · Claremont, WA
📚 Qualifications & Training
1999 - DFP1, DFP2 - - Financial Plannnig Association
2001 - Superannuation and Retirement Planning - - Integratec
2004 - Investment Planning 1 - - Integratec
🏢 Professional Memberships
Mortgage & Finance Association of Australia (MFAA)
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.