Financial Adviser · MELBOURNE, VIC

William Rennie

MELBOURNE, VIC

15 Years experience

Tax advice
authorised

ASIC Registered · ADV 001008483

Licensee

Australia And New Zealand Banking Group Limited

Docklands, VIC (licence address on ASIC register)

View licensee

About William Rennie

William Rennie is a financial adviser based in Melbourne, Victoria, with 15 years of experience in the financial services industry since 2011. William works at Australia And New Zealand Banking Group, which is licensed through 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). William's 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

Australia And New Zealand Banking Group Limited

Feb 2015 - Present Current

Securities - Class of product advice only.

ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD

Oct 2011 - Jan 2015 Ceased

Source: ASIC Financial Advisers Register