Financial Adviser · ORANGE, NSW

Patrick Aquinas Williams

ORANGE, NSW

19 Years experience

Tax advice
authorised

ASIC Registered · ADV 000312143

Currently at

Ybm Financial Services

Bundall, QLD (firm address)

View firm profile

About Patrick Aquinas Williams

Patrick Aquinas Williams is a financial adviser based in Orange, New South Wales, with 19 years of experience in the financial services industry since 2007. Patrick is currently authorised under Alliance Wealth, operating through Ybm Financial Services. Patrick holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Patrick's qualifications include a Bachelor of Business (Accounting) from Charles Sturt University. Patrick is a member of Chartered Accountants Australia and New Zealand (CA ANZ).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

1999

Bachelor of Business (Accounting)

Charles Sturt University

2007

Graduate Certificate of Financial Planning

FINSIA Education

2011

Graduate Diploma of Financial Planning

Kaplan Higher Education

Registration History

Alliance Wealth Pty Ltd

Mar 2026 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.

LONSDALE FINANCIAL GROUP PTY LTD

Apr 2007 - May 2023 Ceased

Source: ASIC Financial Advisers Register