Financial Adviser
· NEWCASTLE, NSW
William David Howard
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000344197
William David Howard is a financial adviser based in Newcastle, New South Wales, with 16 years of experience in the financial services industry. William is currently authorised under Fitzpatricks Private Wealth 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 Finance from The University of Newcastle. 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
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Finance
The University of Newcastle
2009
Diploma of Financial Services (Financial Planning)
Mentor Education
2014
Advanced Diploma of Financial Planning FN60410
RG146 Training Australia Pty Ltd
2014
Advanced Diploma of Financial Planning
Mentor Education
2016
Self Managed Superannuation Funds
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education