Mark James Williams
W2 WEALTH PTY LTD · Eastwood SA 5063 · Advising since 2005
- 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
- 000261004
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- W2 WEALTH PTY LTD · AFSL 508696Since 15 December 2018
- Principal business address
- Eastwood SA 5063
- First year providing advice
- 2005
- Can provide tax (financial) advice
- Yes
- Memberships
- 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.
- 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.
- CURRENTDec 2018 – presentW2 WEALTH PTY LTD · AFSL 508696
- CEASEDDec 2018 – Dec 2018W2 WEALTH PTY LTD · AFSL 508696Through authorised representative CAPITAL PLAN PTY LTD (no. 000405079)
- CEASEDApr 2011 – Dec 2018GPL (VIC) PTY LTD · AFSL 230690
- CEASEDDec 2008 – Mar 2011UNISON ADVICE SERVICES LTD · AFSL 228894
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
CFP - Certified Financial Planner
Financial Planning Association of Australia · 2008
Advanced Diploma - Financial Planning
FINSIA · 2005
Diploma - Financial Planning
FINSIA · 2004
Bachelor Degree (Hons) - Financial Services
Bournemouth University · 1996
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 Mark James Williams claims the profile.
Reviews
Not yet reviewed
No client has reviewed Mark James Williams on Souffle yet.
Contacting Mark James Williams
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
W2 WEALTH PTY LTD · AFSL 508696
- 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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