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  3. William Duncan Cameron

William Duncan Cameron

Name
William Duncan Cameron
ID
342603
ABN
87995795327
First Provided Advice
2009

Qualifications

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

  • Entry Level Competencies - Kaplan
  • Investment Planning 1 - Kaplan
  • Risk Management - Kaplan
  • Superannuation & Retirement Planning - Kaplan

Memberships

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

Licencee

Status
Current
Licence Holder
Nsw Complete Financial Services Group Pty ltd (#457600)
Commenced
Aug. 3, 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
Custom Wealth Solutions Dealer Services Pty Ltd (#301642)
Commenced
Nov. 12, 2012
Ceased
July 7, 2014
Status
Ceased
Licence Holder
Myplanner Professional Services Pty Ltd (#425542)
Commenced
July 6, 2018
Ceased
June 24, 2020
Status
Ceased
Licence Holder
Charter Financial Planning Limited (#234665)
Commenced
Nov. 11, 2009
Ceased
Sept. 7, 2010
Status
Ceased
Licence Holder
A.c.n. 140 520 225 Pty Ltd (#345905)
Commenced
July 8, 2014
Ceased
July 6, 2018
Status
Ceased
Licence Holder
Aaa Financial Intelligence Ltd (#312478)
Commenced
Sept. 20, 2010
Ceased
Oct. 29, 2012