Financial Adviser
· PARKSIDE, SA
William James Chapman
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000311745
William James Chapman is a financial adviser based in Parkside, South Australia, with 15 years of experience in the financial services industry. William is currently authorised under Goldsborough Financial 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 Applied Finance from University of SA. William 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
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Applied Finance
University of SA
2011
Diploma of Financial Services (Financial Planning)
Kaplan
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Source: ASIC Financial Advisers Register