Financial Adviser · THORNLEIGH, NSW

William James Mills

43 Years experience
Tax advice
authorised
ASIC Registered · ADV 000268734

William James Mills is a financial adviser based in Thornleigh, New South Wales, with 43 years of experience in the financial services industry. William is currently authorised under Price Financial Intelligence 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 Diploma of Financial Services (Financial Planning) from Pinnacle Financial Services Academy. William is a member of Association of Independently Owned Financial Professionals (AIOFP), Australian Institute of Management, National Tax Accountants Association and The Tax Institute.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1990
Taxation Law
University of Technology
1997
Tax Agent Registration
Tax Practitioners Board
2008
Accountants Practice Certificate & Fellow
National Tax & Accountants Association
2011
Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy

Registration History

Nov 2011 - Present Current
AAA FINANCIAL INTELLIGENCE LTD
Sep 2007 - Nov 2011 Ceased

Source: ASIC Financial Advisers Register