Financial Adviser
· SYDNEY, NSW
William Ratcliffe
No disciplinary history on record with ASIC
Tax advice
authorised
authorised
ASIC Registered · ADV 001309363
William Ratcliffe is a financial adviser based in Sydney, New South Wales. William is currently authorised under Koda Capital 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 COMMERCE from THE UNIVERSITY OF SYDNEY.
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
2018
BACHELOR OF COMMERCE
THE UNIVERSITY OF SYDNEY
2023
GRADUATE DIPLOMA OF FINANCIAL PLANNING
KAPLAN PROFESSIONAL