Financial Adviser
· ENGADINE, NSW
William Joseph Meehan
No disciplinary history on record with ASIC
ENGADINE,
NSW
52
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000294091
Practice
Engadine, NSW (practice address on ASIC register)
Licensed through GJ Private Group
About William Joseph Meehan
William Joseph Meehan is a financial adviser based in Engadine, New South Wales, with 52 years of experience in the financial services industry since 1974. William works at Financial Investment Solutions, which is licensed through Gj Private Group. William holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). William's qualifications include a Diploma of Financial Services (Financial Planning) from AMP Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma of Financial Services (Financial Planning)
AMP Limited
2010
Certificate IV Financial Services (Finance/Mortgage Broking)
New South Wales Technical and Further Education Commission (TAFE NSW)
2010
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2013
Diploma of Finance and Mortgage Broking Management
Institute of Strategic Management
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register