Financial Adviser
· KEW, VIC
William Jackson
No disciplinary history on record with ASIC
KEW,
VIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000448446
About William Jackson
William Jackson is a financial adviser based in Kew, Victoria, with 13 years of experience in the financial services industry since 2013. William is currently authorised under Cotham Advisory, operating through Bold Wealth. William holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). William's qualifications include a CFP Certification Program from Financial Planning Association of Australia. William is a member of Financial Advice Association of Australia (FAAA).
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
2006
Bachelor of Science: Business and Management
Brunel University (United Kingdom)
2011
Diploma of Financial services (Financial Planning)
Investment Banking Institute
2012
Advanced Diploma of Financial Planning
Kaplan Professional
2013
RG146 Tier 1 Specialist Margin lending Course
International Institute of Technology
2014
CFP Certification Program
Financial Planning Association of Australia
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2023
Economic and Legal context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2024
Client engagement skills
Behavioural Finance - Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register