Alec James Willing
FORTNUM PRIVATE WEALTH LTD · Rosny Park TAS 7018 · Advising since 2018
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001267544
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- FORTNUM PRIVATE WEALTH LTD · AFSL 357306Since 21 August 2023
- Principal business address
- Rosny Park TAS 7018
- First year providing advice
- 2018
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTAug 2023 – presentFORTNUM PRIVATE WEALTH LTD · AFSL 357306
- CEASEDJun 2021 – Jul 2023SGN FINANCIAL PTY LTD · AFSL 490523Through authorised representative UNICA WEALTH PTY LTD (no. 001007221)
- CEASEDFeb 2020 – Jun 2021SHADFORTH FINANCIAL GROUP LIMITED · AFSL 318613
- CEASEDSep 2018 – Jan 2019SYNCHRON ADVICE PTY LTD · AFSL 243313
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
FPC008 Investment Advice
Kaplan Professional · 2021 · Graduate Diploma (AQF 8)
Graduate Diploma of Financial Planning
Kaplan Professional · 2021 · Graduate Diploma (AQF 8)
Bachelor of Business - Finance
University of Tasmania · 2019 · Bachelor Degree (AQF 7)
Diploma of Financial Planning
Kaplan Professional · 2018 · Diploma (AQF 5)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Alec James Willing claims the profile.
Reviews
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Contacting Alec James Willing
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
FORTNUM PRIVATE WEALTH LTD · AFSL 357306
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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