Financial Adviser
· SYDNEY, NSW
William Mackay Johnston
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272565
William Mackay Johnston is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. William is currently authorised under Perpetual Trustee Company Limited. William holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Management Accounting & Business Law, Financial Accounting) from University of New England. William is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor of Commerce (Management Accounting & Business Law, Financial Accounting)
University of New England
2008
Graduate Diploma of Financial Planning
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
Margin Lending Specialist
Kaplan