Patrick Aquinas Williams
YBM FINANCIAL SERVICES PTY LIMITED · Orange NSW 2800 · Advising since 2007
- 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
- 000312143
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- ALLIANCE WEALTH PTY LTD · AFSL 449221Through authorised representative YBM FINANCIAL SERVICES PTY LIMITED (no. 000257942)Since 2 March 2026
- Principal business address
- Orange NSW 2800
- First year providing advice
- 2007
- Can provide tax (financial) advice
- Yes
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- Further restrictions
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.
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.
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- 2025
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.
- CURRENTMar 2026 – presentALLIANCE WEALTH PTY LTD · AFSL 449221Through authorised representative YBM FINANCIAL SERVICES PTY LIMITED (no. 000257942)
- CEASEDApr 2007 – May 2023LONSDALE FINANCIAL GROUP PTY LTD · AFSL 246934Through authorised representative YBM FINANCIAL SERVICES PTY LIMITED (no. 000257942)
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
Graduate Diploma of Financial Planning
Kaplan Higher Education · 2011 · Graduate Diploma (AQF 8)
Graduate Certificate of Financial Planning
FINSIA Education · 2007 · Graduate Certificate (AQF 8)
Bachelor of Business (Accounting)
Charles Sturt University · 1999 · 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 Patrick Aquinas Williams claims the profile.
Reviews
Not yet reviewed
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Contacting Patrick Aquinas Williams
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
YBM FINANCIAL SERVICES PTY LIMITED
Authorised by ALLIANCE WEALTH PTY LTD · AFSL 449221
- 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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