Financial Adviser
· ASPLEY, QLD
William Simpson
No disciplinary history on record with ASIC
ASPLEY,
QLD
New
Adviser
Tax advice
authorised
authorised
ASIC Registered · ADV 001314797
About William Simpson
William Simpson is a financial adviser based in Aspley, Queensland. William is currently authorised under Infocus Securities Australia. William holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). William holds a Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Superannuation excludes SMSF, Securities excludes Direct Equities
Authorised to provide tax financial advice services
Qualifications and Training
2022
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Superannuation excludes SMSF, Securities excludes Direct Equities
Source: ASIC Financial Advisers Register