Julie Ford Financial Planner Report

Name:
Julie Katherine Ford

Rep Number:
000236038

Status:
Current

First Advice:
1994

Disciplinary action:
No action

Most Recent Role:
2011-07-01 onwards

Location:
Weston, Canberra, ACT, 2611

Licensee
Name:

Number:
000357306

ABN:
54 139 889 535

Controlled By:

Appointed By
Name:
Fortnum Private Wealth Ltd

Licence Number:
000357306

ABN:
54 139 889 535

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Financial Planning Association
Diploma of Financial Planning

Memberships
Financial Planning Association of Australia (FPA)