Financial Adviser
· SWANSEA, NSW
Bill Sacmaroski
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000473701
Bill Sacmaroski is a financial adviser based in Swansea, New South Wales, with 26 years of experience in the financial services industry. Bill is currently authorised under Infocus Securities Australia Pty Ltd. Bill 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 Kaplan.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: Direct Equities excludes direct equities advice
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Services (Financial Planning)
Kaplan
2010
Margin Lending
eAcademy
2013
Gearing Accreditation
eAcademy
Registration History
Direct Equities excludes direct equities advice
Direct Equities - excludes direct equities advice SMSF - excludes advice on limited recourse borrowing arrangements and advice to set up SMSF
Source: ASIC Financial Advisers Register