Financial Adviser · COOMA, NSW

Michael Williams

36 Years experience
Tax advice
authorised
Currently at
Merrylands West, NSW
ASIC Registered · ADV 000301840

Michael Williams is a financial adviser based in Cooma, New South Wales, with 36 years of experience in the financial services industry. Michael is currently authorised under Avalonfs Pty Ltd. Michael 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 Certified Financial Planner from FPA. Michael is a member of Association of Superannuation Funds Australia (ASFA) and Financial Planning Association (FPA) - Certified Financial Planner.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1983
Accounting Certificate
TAFE
1998
Diploma of Financial Planning
Financial Planning Assocation of Australia
2005
Association of Superannuation Funds Australia
Diploma of Financial
2005
Certified Financial Planner
FPA
2010
Margin Lending & Geared Investments
Kaplan Professional

Registration History

May 2020 - Present Current
Jun 2006 - May 2020 Ceased

Source: ASIC Financial Advisers Register