Financial Adviser
· DEAKIN, ACT
Paul Stephen Williams
No disciplinary history on record with ASIC
DEAKIN,
ACT
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004054
About Paul Stephen Williams
Paul Stephen Williams is a financial adviser based in Deakin, Australian Capital Territory, with 15 years of experience in the financial services industry since 2011. Paul is currently authorised under Sentry Advice, operating through Aston Financial. Paul holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Paul's qualifications include a Master of Applied Finance from Kaplan Higher Education Pty Ltd. Paul is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2011
Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Ltd
2015
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
2016
Master of Applied Finance
Kaplan Higher Education Pty Ltd
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
Registration History
Not authorised to provide personal advice on Standard Margin Lending
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.
Source: ASIC Financial Advisers Register