James David Williams
VIRIDIAN FINANCIAL GROUP LTD · Melbourne VIC 3000 · Advising since 2008
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
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
- 001254191
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- VIRIDIAN ADVISORY PTY LTD · AFSL 476223Through authorised representative VIRIDIAN FINANCIAL GROUP LTD (no. 001235325)Since 21 June 2019
- Principal business address
- Melbourne VIC 3000
- First year providing advice
- 2008
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Advice Association of Australia (FAAA)
- 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
- Standard margin lending facilities
- 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.
- CURRENTJun 2019 – presentVIRIDIAN ADVISORY PTY LTD · AFSL 476223Through authorised representative VIRIDIAN FINANCIAL GROUP LTD (no. 001235325)
- CEASEDNov 2018 – Jun 2019VIRIDIAN ADVISORY PTY LTD · AFSL 476223Through authorised representative VIRIDIAN PRIVATE WEALTH PTY LTD (no. 001235324)
- CEASEDMay 2017 – Nov 2018VIRIDIAN ADVISORY PTY LTD · AFSL 476223Through authorised representative WILLIAMS PRIVATE WEALTH PTY LTD (no. 001254178)
- CEASEDFeb 2012 – Apr 2017WESTPAC BANKING CORPORATION · AFSL 233714
- CEASEDOct 2008 – Aug 2011RSM FINANCIAL SERVICES AUSTRALIA PTY LTD · AFSL 238282
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
FPC002B Ethics and Professionalism in Financial Advice
Kaplan Higher Education · 2020 · Bridging Course - Ethics
Certified Financial Planner
Deakin University · 2012
Certified Financial Planner
Financial Planning Association of Australia · 2012 · Other
Self Managed Superannuation Funds
Kaplan Professional · 2012 · Certificate (AQF 1-4)
Margin Lending and Geared Investments
Kaplan Professional Education · 2011
Graduate Diploma of Financial Planning (Historical SIA/FINSIA)
Kaplan Higher Education Pty Limited · 2008 · Graduate Diploma (AQF 8)
Graduate Diploma of Financial Planning
FINSIA · 2007
Post Graduate Diploma Business (Economics and Finance)
Curtin University · 2006
Bachelor of Economics
University of Western Australia · 2004
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 James David Williams claims the profile.
Reviews
Not yet reviewed
No client has reviewed James David Williams on Souffle yet.
Contacting James David Williams
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
VIRIDIAN FINANCIAL GROUP LTD
Authorised by VIRIDIAN ADVISORY PTY LTD · AFSL 476223
- 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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