Financial Adviser
· PERTH, WA
Paul Williams
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005495
Paul Williams is a financial adviser based in Perth, Western Australia, with 14 years of experience in the financial services industry. Paul is currently authorised under Jbwere Ltd. Paul holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor Degree from - LaTrobe University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Restrictions: Superannuation - Can only advise on a person's existing holding in a superannuation product
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor Degree
- LaTrobe University
2009
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2015
Accredited Derivatives Adviser Level 1 & 2
Kaplan Professional
2018
Foreign Exchange Accreditation Program
Stockbrokers and Financial Advisers Association
Registration History
Superannuation - Can only advise on a person's existing holding in a superannuation product
Source: ASIC Financial Advisers Register