Financial Adviser · NEWTOWN, VIC

William Raleigh

3 Years experience
ASIC Registered · ADV 001297361

William Raleigh is a financial adviser based in Newtown, Victoria, with 3 years of experience in the financial services industry. William is currently authorised under Muirfield Financial Services Pty Ltd. William holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Bachelor of Business (International Business) from University of Newcastle. William is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Qualifications and Training

2019
Bachelor of Business (International Business)
University of Newcastle
2019
Bachelor of Commerce (Finance)
University of Newcastle
2021
Graduate Diploma of Financial Planning
Deakin University
2022
Accredited Listed Product Adviser Program
Kaplan Professional

Registration History

Aug 2023 - Present Current
Jun 2022 - Jan 2023 Ceased
Superannuation excludes SMSF advice.

Source: ASIC Financial Advisers Register