Financial Adviser
· NEWCASTLE, NSW
Melissa Williams
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271782
Melissa Williams is a financial adviser based in Newcastle, New South Wales, with 8 years of experience in the financial services industry. Melissa is currently authorised under Pww Licensee Pty Ltd. Melissa 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 Planning from Kaplan. Melissa is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
1998
Commerce Degree
Newcastle University
2016
Diploma of Financial Planning
Kaplan
2025
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan