Financial Adviser
· SYDNEY, NSW
Mark Williams
No disciplinary history on record with ASIC
SYDNEY,
NSW
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001235995
About Mark Williams
Mark Williams is a financial adviser based in Sydney, New South Wales, with 29 years of experience in the financial services industry since 1997. Mark is currently authorised under David W Lee & Associates, operating through David W Lee & Associates. Mark holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Mark's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Mark 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Diploma of Financial Planning
Financial Planning Association Of Australia
2015
Margin Lending
Finance Education Professionals
2015
Self Managed Superannuation Funds
Finance Education Professionals
2024
Graduate Diploma of Financial Planning
Kaplan Professional