Robert Julian Financial Planner Report

Name:
Robert Lloyd Julian

Rep Number:
000252955

Status:
Current

First Advice:
2005

Disciplinary action:
No action

Most Recent Role:
2003-12-12 onwards

Location:
Reynella, Adelaide, SA, 5161

Licensee
Name:

Number:
000227232

ABN:
19 001 974 625

Controlled By:

Appointed By
Name:
Count Financial Limited

Licence Number:
000227232

ABN:
19 001 974 625

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
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan (formerly FINSIA)
Diploma of Financial Services (Financial Planning)

Memberships
CPA Australia (CPA)