Financial Adviser
· COOKS HILL, NSW
Trevor Ian Williams
No disciplinary history on record with ASIC
52
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000250977
Trevor Ian Williams is a financial adviser based in Cooks Hill, New South Wales, with 52 years of experience in the financial services industry. Trevor is currently authorised under Pww Licensee Pty Ltd. Trevor 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 Diploma of Financial Services (financial planning) from Tribeca. Trevor 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
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
1977
LUA Training Course Stage 1
Life Underwriters Association of Australia
1986
LUA Training Course Stage 2
Life Underwriters Association of Australia
1988
LUA Disability Income Course
Life Underwriters Association of Australia
2006
Diploma of Financial Services (financial planning)
Tribeca