Financial Adviser
· BRISBANE CITY, QLD
Anne Frances Williamson
No disciplinary history on record with ASIC
BRISBANE CITY,
QLD
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004615
About Anne Frances Williamson
Anne Frances Williamson is a financial adviser based in Brisbane City, Queensland, with 20 years of experience in the financial services industry since 2006. Anne works at Ord Minnett, which is licensed through Ord Minnett Limited. Anne holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Anne's qualifications include a Bachelor of Commerce from The University of Queensland. Anne is a member of Australian Institute of Company Directors.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1995
Bachelor of Commerce
The University of Queensland
1997
Bachelor of Economics
The University of Queensland
2007
ADA Level 1 & 2
Kaplan
2014
Advanced Diploma of Financial Planning
Kaplan
Registration History
E.L. & C. BAILLIEU PTY LIMITED
ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Source: ASIC Financial Advisers Register