Financial Adviser
· JOONDALUP, WA
William Lyons
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001242252
William Lyons is a financial adviser based in Joondalup, Western Australia, with 10 years of experience in the financial services industry. William is currently authorised under Fortnum Private Wealth 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.
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
2016
Diploma of Financial Planning
Kaplan
2018
Advanced Diploma of Financial Planning (FNS60415)
Kaplan
2020
Accredited Listed Product Adviser Program
Kaplan
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Not authorised to provide personal advice on Standard Margin Lending
Source: ASIC Financial Advisers Register