Financial Adviser · WICKHAM, NSW

Guy Timothy Williams

WICKHAM, NSW

11 Years experience

Tax advice
authorised

ASIC Registered · ADV 001237462

Currently at

Politis Investment Strategies

Wickham, NSW (firm address)

View firm profile

About Guy Timothy Williams

Guy Timothy Williams is a financial adviser based in Wickham, New South Wales, with 11 years of experience in the financial services industry since 2015. Guy is currently authorised under Politis Investment Strategies. Guy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Guy's qualifications include a Graduate Diploma of Applied Finance and Investment from FINSIA.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Margin Lending

Restrictions: Financial product advice restricted as per Letter of Authorisation issued

Authorised to provide tax financial advice services

Qualifications and Training

2008

Graduate Diploma of Applied Finance and Investment

FINSIA

2014

Diploma of Financial Planning

Mentor Education

2016

Self Managed Super Funds

AAMC Training Group

2020

Ethics and Professionalism in Financial Advice (FPC002B)

Ethics - Kaplan Professional

Registration History

Politis Investment Strategies Pty Ltd

Aug 2022 - Present Current

Financial product advice restricted as per Letter of Authorisation issued

Team Super Services Pty Ltd

Apr 2019 - Aug 2022 Ceased

Ri Advice Group Pty Ltd

Jul 2016 - Apr 2019 Ceased

EVERMORE MONEY MANAGEMENT PTY LTD

Mar 2016 - Jul 2016 Ceased

ACN 130 288 578 PTY LTD

Nov 2015 - Mar 2016 Ceased

Source: ASIC Financial Advisers Register