Financial Adviser
· BRISBANE CITY, QLD
William John Oswell
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001254017
William John Oswell is a financial adviser based in Brisbane City, Queensland, with 9 years of experience in the financial services industry. William is currently authorised under Sherrin Partners 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 Bachelor of Business (Marketing) from Queensland University of Tech.
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
2012
Bachelor of Business (Marketing)
Queensland University of Tech
2012
Bachelor of Laws
Queensland University of Tech
2017
Graduate Diploma of Financial Planning
Kaplan
2018
Self Managed Superannuation Funds
Kaplan
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Government Debentures, Stocks or Bonds: class of product only.
Source: ASIC Financial Advisers Register