Financial Adviser · BANKSTOWN, NSW

William Ha

16 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001001009

William Ha is a financial adviser based in Bankstown, New South Wales, with 16 years of experience in the financial services industry. William is currently authorised under Ri Advice Group Pty Ltd. William holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business from University of Technology Sydney (UTS). William is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products

Restrictions: Securities: Class of product only.

Authorised to provide tax financial advice services

Qualifications and Training

1999

Bachelor of Business

University of Technology Sydney (UTS)

2010

Diploma of Financial Services

Kaplan Professional

Registration History

Ri Advice Group Pty Ltd

Jun 2019 - Present Current

Securities: Class of product only.

Commonwealth Financial Planning Limited

Jul 2010 - Jun 2019 Ceased

Not authorised to provide personal advice on Securities; Standard Margin Lending.

Source: ASIC Financial Advisers Register