Financial Adviser
· FRANKSTON, VIC
Allan Lloyd Williams
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000341489
Allan Lloyd Williams is a financial adviser based in Frankston, Victoria, with 17 years of experience in the financial services industry. Allan is currently authorised under Flinders Partners Financial Services Pty Ltd. Allan 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 Master of Business Administration from Deakin University. Allan is a member of CPA Australia (CPA).
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
2002
Bachelor of Commerce
Deakin University
2005
Certified Practising Accountant
CPA Australia
2008
Master of Business Administration
Deakin University
2011
Diploma of Financial Services (Financial Planning)
International Institute of Technology
2021
FASEA Exam Standard
FASEA
Registration History
Source: ASIC Financial Advisers Register