Financial Adviser
· SURRY HILLS, NSW
William Hurst
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000404043
William Hurst is a financial adviser based in Surry Hills, New South Wales, with 15 years of experience in the financial services industry since 2011. William is currently authorised under Expert Wealth Pty Ltd, operating through Expert Wealth. William holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). William's qualifications include a Master of Financial Planning from KAPLAN Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2011
Advanced Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy Pty Ltd
2011
Certificate of Completion DPML Margin Lending
Pinnacle Financial Services Academy
2012
Professional Certificate in Self-Managed Superannuation Funds
The University of Adelaide
2016
Accredited Listed Product Adviser Program
KAPLAN Professional
2019
Master of Financial Planning
KAPLAN Professional
Registration History
Authorised in MDA services, which is restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register