Financial Adviser
· WEST LEEDERVILLE, WA
William James Walker
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000324143
William James Walker is a financial adviser based in West Leederville, Western Australia, with 18 years of experience in the financial services industry. William is currently authorised under Ff Financial Services 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 Bachelor of Business (Finance and Marketing) from Edwin Cowan 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
2006
Bachelor of Business (Finance and Marketing)
Edwin Cowan University
2009
Self Managed Superannuation Funds and Accredited Listed Product Advice Course
Kaplan Professional
2010
Margin Lending and Geared Investments Course
Kaplan Professional
2013
Advanced Diploma of Financial Planning
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice Course
Ethics - Kaplan Higher Education