Financial Adviser
· MELBOURNE, VIC
William Rennie
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001008483
William Rennie is a financial adviser based in Melbourne, Victoria, with 15 years of experience in the financial services industry. William is currently authorised under Australia And New Zealand Banking Group Limited. 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 Finance from La Trobe University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: Securities - Class of product advice only.
Authorised to provide tax financial advice services
Qualifications and Training
2011
Bachelor of Finance
La Trobe University
2013
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2014
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
Securities - Class of product advice only.
ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register