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- Financial Advisers Australia (FAA)
- Julie Williams
Julie Williams
- Name
- Julie Williams
- ID
- 276967
- ABN
- –
- First Provided Advice
- 2004
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1992 - Bachelor of Business - - Edith Cowan University
- 2004 - Diploma Financial Services - - Kaplan
- 2010 - Advanced Diploma Financial Services - - Kaplan
- 2011 - Margin Lending and Geared Investments - - Kaplan
- 2012 - CERT 4 Finance and Mortgage Broking - - Kaplan
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Association of Independently Owned Financial Professionals (AIOFP)
- Australian Financial Compliants Authority (AFCA)
- Stockbrokers and Investment Advisers Association (SIAA)
- The Finance Brokers Association of Australia Limited (FBAA)
Licencee
- Status
- Current
- Licence Holder
- AD Advisory Services Pty ltd (#237058)
- Commenced
- Nov. 13, 2018
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
- A.c.n. 055 796 211 Limited (#259586)
- Commenced
- May 2, 2008
- Ceased
- March 28, 2013
- Status
- Ceased
- Licence Holder
- Boston Reed Pty Ltd (#225738)
- Commenced
- July 28, 2018
- Ceased
- Nov. 12, 2018
- Status
- Ceased
- Licence Holder
- Nextgen Financial Group Pty Ltd (#240938)
- Commenced
- March 28, 2013
- Ceased
- July 27, 2018