Financial Adviser
· ROSNY PARK, TAS
Alec James Willing
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001267544
Alec James Willing is a financial adviser based in Rosny Park, Tasmania, with 8 years of experience in the financial services industry. Alec is currently authorised under Fortnum Private Wealth Ltd. Alec 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.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2018
Diploma of Financial Planning
Kaplan Professional
2019
Bachelor of Business
2021
FPC008 Investment Advice
Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
This Authority permits the person to provide the financial services specified under the direct supervision of a Private Client Adviser (PCA) who is a registered Tax (financial) adviser, or in the case of written advice, where it has been checked and countersigned by a PCA who is a registered Tax (financial) adviser before issue. Can provide advice in Superannuation except for Self Managed Superannuation Funds.
Source: ASIC Financial Advisers Register