Financial Adviser
· TAMWORTH, NSW
William Ben Lockwood
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000318369
William Ben Lockwood is a financial adviser based in Tamworth, New South Wales, with 19 years of experience in the financial services industry. William is currently authorised under Forsyths Financial Services 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 Masters of Professional Accounting from University of Southern Queensland. 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Business (Finance)
Jacksonville University Florida
2007
Masters of Professional Accounting
University of Southern Queensland
2012
Advanced Diploma in Financial Services (Financial Planning)
Kaplan
2024
FCB002B Ethics & Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Source: ASIC Financial Advisers Register