Financial Adviser
· CARLTON, VIC
William Pickering
No disciplinary history on record with ASIC
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001294874
William Pickering is a financial adviser based in Carlton, Victoria, with 4 years of experience in the financial services industry. William is currently authorised under Intuitive Advice Group 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 Business (Finance) from Swinburne.
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
2014
Introduction to Business Law LAW10004
Swinburne University
2017
Bachelor of Business (Finance)
Swinburne
2018
Diploma of Financial Planning
Australis College
2019
Taxation ACC30005
Swinburne University
2021
Bachelor of Business (Financial Planning)
Swinburne
2022
SMSF Education & ICFS Specialist SMSF Course
University of Adelaide
2025
Age Care Professional
Aged Care Steps