Financial Adviser
· MELBOURNE, VIC
William Tunbridge
No disciplinary history on record with ASIC
MELBOURNE,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001264657
Licensee
Melbourne, VIC (licence address on ASIC register)
About William Tunbridge
William Tunbridge is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. William is currently authorised under Partners Wealth Group Financial Advice. 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 Commerce from Monash University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2015
Bachelor of Commerce
Monash University
2016
Diploma of Financial Planning
Mentor Education
2018
Advanced Diploma of Financial Planning
Mentor Education
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2025
Tax for Financial Advising
Kaplan Higher Education
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