James Frederick Williamson
PSK FINANCIAL SERVICES GROUP PTY LTD · Sydney NSW 2000 · 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
- 000293966
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- PSK ADVISORY SERVICES PTY LTD · AFSL 234656Through authorised representative PSK FINANCIAL SERVICES GROUP PTY LTD (no. 000340647)Since 1 September 2023
- Principal business address
- Sydney NSW 2000
- First year providing advice
- 2005
- Can provide tax (financial) advice
- Yes
- Memberships
- SMSF Association (SMSFA)
- Further restrictions
- One off licensee approval is required for products which are either not on the approved product list or Derivatives.
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
- 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.
- CURRENTSep 2023 – presentPSK ADVISORY SERVICES PTY LTD · AFSL 234656Through authorised representative PSK FINANCIAL SERVICES GROUP PTY LTD (no. 000340647)
- CEASEDJun 2018 – Sep 2023WEALTHAVEN PTY LTD · AFSL 502092
- CEASEDNov 2008 – Jun 2018CHARTER FINANCIAL PLANNING LIMITED · AFSL 234665
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 Professional · 2020 · Bridging Course - Ethics
FPC003 Superannuation and Retirement Planning
Kaplan Professional · 2019 · Other
Advanced Diploma of Financial Services (Financial Planning)
International Institute of Technology Pty Ltd (IIT) · 2012 · Advanced Diploma (AQF 6)
Margin Lending and Geared Investments
Kaplan Professional · 2011 · Other
SMSF Association Specialist Accreditation Program
SMSF Association · 2010 · Other
SSA - SMSF Specialist Advisor
SMSF Association · 2010 · Professional Designations
Diploma of Financial Services (Financial Planning)
FINSIA · 2006 · 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 James Frederick Williamson claims the profile.
Reviews
Not yet reviewed
No client has reviewed James Frederick Williamson on Souffle yet.
Contacting James Frederick Williamson
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
PSK FINANCIAL SERVICES GROUP PTY LTD
Authorised by PSK ADVISORY SERVICES PTY LTD · AFSL 234656
- 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
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once James Frederick Williamson claims this profile, their own contact options can appear here.
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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