Financial Adviser · SHEIDOW PARK, SA

Andrew John Williams

18 Years experience
Tax advice
authorised
ASIC Registered · ADV 000322874

Andrew John Williams is a financial adviser based in Sheidow Park, South Australia, with 18 years of experience in the financial services industry. Andrew is currently authorised under Professional Investment Services Pty Ltd. Andrew 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 Graduate Diploma of Financial Planning from Kaplan Higher Education. Andrew is a member of Financial Advice Association of Australia (FAAA), Mortgage and Finance Association of Australia (MFAA) and SMSF Specialist Advisor (SSA) of the SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2008
Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2010
ASX Accredited Listed Products Adviser Program
Kaplan Professional
2010
Diploma of Financial Services (Finance/Mortgage Broking Management)
AAMC Training Group
2010
Margin Lending and Geared Investments Course
Kaplan Professional
2011
Advanced Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2012
Self Managed Superannuation Funds Course
Kaplan Professional
2021
SMSF Specialist Advisor (SSA) Accreditation
SMSF Association
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education

Registration History

Mar 2008 - Present Current

Source: ASIC Financial Advisers Register