Financial Adviser · ENGADINE, NSW

William Joseph Meehan

ENGADINE, NSW

52 Years experience

Tax advice
authorised

ASIC Registered · ADV 000294091

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

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 is currently authorised under Akumin Financial Planning. 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 Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

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

Akumin Financial Planning Pty Limited

Oct 2015 - Present Current

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