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  3. Alison Williamson

Alison Williamson

Name
Alison Williamson
ID
380895
ABN
–
First Provided Advice
2002

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 1995 - Bachelor of Business - - The University of Sydney
  • 1999 - Graduate Certificate in Finance - - Charles Sturt University
  • 2002 - Graduate Diploma Financial Planning - - Securities Institute of Australia
  • 2005 - Certified Financial Planner - - Financial Planning Association
  • 2017 - Graduate Certificate in SMSF - Graduate Certificate (AQF 8) - Kaplan Professional
  • 2020 - Ethics & Professionalism in Financial Advice - Other - Kaplan Professional

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Financial Advice Association of Australia (FAAA)
  • SMSF Association

Licencee

Status
Ceased
Licence Holder
Lonsdale Financial Group Pty Ltd (#246934)
Commenced
April 9, 2015
Ceased
Nov. 29, 2020
Status
Current
Licence Holder
Pear Tree Financial Planning Pty ltd (#526297)
Commenced
Nov. 30, 2020

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Equity Trustees Wealth Services Limited (#234528)
Commenced
Nov. 1, 2007
Ceased
Aug. 1, 2010
Status
Ceased
Licence Holder
Lonsdale Financial Group Pty Ltd (#246934)
Commenced
Nov. 2, 2011
Ceased
April 8, 2015