WILLIAM MICHAEL ANDERSON
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
1998 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Queensland
2009 - Chartered Financial Analyst (CFA) Program - Professional Designations - CFA Institute
2016 - Diploma of Financial Planning - - Kaplan Professional
2018 - Tier 1 Margin Lending - Other - Kaplan
2020 - Ethics and Professional Relastionships - Bridging Course - Ethics - QUT
2024 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
2024 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
2025 - Tax for Financial Advising - Other - Kaplan Professional
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.