Financial Adviser · PIALBA, QLD

Erica Williams

12 Years experience

Tax advice
authorised

Currently at

Bulimba, QLD

View firm profile

ASIC Registered · ADV 001002720

Erica Williams is a financial adviser based in Pialba, Queensland, with 12 years of experience in the financial services industry. Erica is currently authorised under Praescius Financial Holdings Pty Ltd. Erica 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 Commerce from University of Southern Queensland. Erica 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 Margin Lending

Restrictions: Erica can recommend MDA Services but is not authorised to operate

Authorised to provide tax financial advice services

Qualifications and Training

2013

Bachelor of Commerce

University of Southern Queensland

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Praescius Financial Holdings Pty Ltd

Nov 2019 - Present Current

Erica can recommend MDA Services but is not authorised to operate

Westpac Banking Corporation

Jul 2017 - May 2019 Ceased

Excluding Self Managed Superannuation Funds

National Australia Bank Limited

Aug 2014 - Feb 2017 Ceased

Source: ASIC Financial Advisers Register