Financial Adviser
· MELBOURNE, VIC
Anthony Williams
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006359
Anthony Williams is a financial adviser based in Melbourne, Victoria, with 19 years of experience in the financial services industry. Anthony is currently authorised under Industry Fund Services Limited. Anthony 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 CFP from FPA. Anthony 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
1996
Bachelor of Business (Accountancy)
RMIT
2006
DFP
Kaplan
2008
ADFP
Kaplan
2015
CFP
FPA
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2024
Commercial Law
Kaplan Professional