Sunitha Williams
EP FINANCIAL SERVICES PTY LTD · Fortitude Valley QLD 4006 · Advising since 2011
- 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
- 001001655
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- EP FINANCIAL SERVICES PTY LTD · AFSL 325252Since 2 July 2016
- Principal business address
- Fortitude Valley QLD 4006
- First year providing advice
- 2011
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- 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 discretionary account (MDA) services
- Managed investment schemes, including IDPS
- 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.
- CURRENTJul 2016 – presentEP FINANCIAL SERVICES PTY LTD · AFSL 325252
- CEASEDAug 2011 – Jun 2016BDO PRIVATE WEALTH ADVISERS PTY LTD · AFSL 238280
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
Ethics and Professionalism in Financial Advice
Kaplan Higher Education Pty Ltd · 2020 · Bridging Course - Ethics
SMSF Specialist Advisor
SMSF Association · 2017 · Professional Designations
Margin Lending and Geared Investments
Kaplan Professional · 2016
Certified Financial Planner
Financial Advice Association Australia · 2015 · Professional Designations
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Ltd · 2012 · Advanced Diploma (AQF 6)
Bachelor of Commerce (Majors in Accounting and Finance)
The University of Queensland · 2009 · Bachelor Degree (AQF 7)
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 Sunitha Williams claims the profile.
Reviews
Not yet reviewed
No client has reviewed Sunitha Williams on Souffle yet.
Contacting Sunitha Williams
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
EP FINANCIAL SERVICES PTY LTD · AFSL 325252
- 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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