Financial Adviser · GREENSLOPES, QLD

Cara Williams

11 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001236038

Cara Williams is a financial adviser based in Greenslopes, Queensland, with 11 years of experience in the financial services industry. Cara is currently authorised under Finchley & Kent Pty Ltd. Cara 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 (Management) from Queensland University of Technology. Cara 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 Securities Deposit Products Government Bonds

Restrictions: The Authorised Representative is restricted in giving advice in Self-Managed Super Funds.

Authorised to provide tax financial advice services

Qualifications and Training

2015

Bachelor of Business (Management)

Queensland University of Technology

2015

Diploma of Financial Planning

Kaplan

2017

Advanced Diploma of Financial Planning

Mentor Education

2019

Tax and Commercial Law for Financial Planning

Kaplan

2025

Graduate Diploma of Financial Planning

Kaplan

Registration History

Finchley & Kent Pty Ltd

Feb 2025 - Present Current

The Authorised Representative is restricted in giving advice in Self-Managed Super Funds.

Verse Wealth Licensee Services Pty Ltd

Feb 2024 - Nov 2024 Ceased

The Authorised Representative is restricted in giving advice in Self Managed Super Funds.

Synchron Advice Pty Ltd

Jun 2021 - Feb 2024 Ceased

Superannuation authorisation excludes Self-Managed Superannuation Funds

Prfp Pty Ltd

Jun 2019 - May 2021 Ceased

Not authorised to provide SMSF Advice

Australia And New Zealand Banking Group Limited

Aug 2015 - May 2019 Ceased

Securities: Class of product only. Government Debentures, Stocks or Bonds: Class of product only. SMSF: Not authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register