WILLIAM PICKERING

Financial Adviser ยท Carlton, VIC

Registered

Registration Number

001294874

Registration Status

Registered

Location

Carlton, VIC 3053

Providing Advice Since

2022

Registration Date

07/04/2022

Financial Services Licensee

INTUITIVE ADVICE GROUP PTY LTD

Licence #000534626

๐Ÿ“š Qualifications & Training

2014 - Introduction to Business Law LAW10004 - Bachelor Degree (AQF 7) - Swinburne University
2017 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - Swinburne
2018 - Diploma of Financial Planning - Diploma (AQF 5) - Australis College
2019 - Taxation ACC30005 - Bachelor Degree (AQF 7) - Swinburne University
2021 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Swinburne
2022 - SMSF Education & ICFS Specialist SMSF Course - Other - University of Adelaide
2025 - Age Care Professional - Other - Aged Care Steps

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.