Financial Adviser · MELBOURNE, VIC

William John Mcconnell

9 Years experience
ASIC Registered · ADV 001251154

William John Mcconnell is a financial adviser based in Melbourne, Victoria, with 9 years of experience in the financial services industry. William is currently authorised under National Australia Bank Limited. William holds authorisations to advise on derivatives and foreign exchange. Their qualifications include a Bachelor of Business (Financial Management) from La Trobe University. William is a member of AFMA Accredited Individual.

Authorised to Advise On

Derivatives Foreign Exchange

Restrictions: In relation to the authorisation to provide financial product advice in relation to the product area Derivatives identified above, this authorisation is limited to interest rate derivatives.

Qualifications and Training

2007
Bachelor of Business (Financial Management)
La Trobe University
2014
Diploma of Financial Markets (Debt Markets)
AFMA
2016
Diploma of Financial Markets (Foreign Exchange)
AFMA
2021
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Jan 2017 - Present Current
In relation to the authorisation to provide financial product advice in relation to the product area Derivatives identified above, this authorisation is limited to interest rate derivatives.

Source: ASIC Financial Advisers Register