Financial Adviser
· GEELONG, VIC
William James Clark
No disciplinary history on record with ASIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001301299
William James Clark is a financial adviser based in Geelong, Victoria, with 3 years of experience in the financial services industry. William is currently authorised under Personal Financial Services 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 Commerce.
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
2019
Bachelor of Commerce
2019
MAF307
Other - Deakin University
2022
FPC002B
Bridging Course - Ethics - Kaplan Professional
Registration History
Superannuation does NOT include SMSF's
Source: ASIC Financial Advisers Register