Financial Adviser
· CLAREMONT, WA
William Medhurst
No disciplinary history on record with ASIC
54
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000255311
William Medhurst is a financial adviser based in Claremont, Western Australia, with 54 years of experience in the financial services industry. William is currently authorised under Finchley & Kent Pty Ltd. 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 DFP1, DFP2 from Financial Plannnig Association. William is a member of Mortgage & Finance Association of Australia (MFAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1999
DFP1, DFP2
Financial Plannnig Association
2001
Superannuation and Retirement Planning
Integratec
2004
Investment Planning 1
Integratec
Registration History
Not authorised in Derivatives
NEO FINANCIAL SOLUTIONS PTY LTD
Not authorised for Self-Managed Superannuation Funds (SMSF)
ACN 130 288 578 PTY LTD
WEALTHSURE PTY LTD
Source: ASIC Financial Advisers Register