Julie Tancred Financial Planner Report

Name:
Julie Maree Tancred

Rep Number:
000255946

Status:
Current

First Advice:
2006

Disciplinary action:
No action

Most Recent Role:
2010-04-01 onwards

Licensee
Name:

Number:
000238430

ABN:
86 003 742 756

Controlled By:

Appointed By
Name:
State Super Financial Services Australia Limited

Licence Number:
000238430

ABN:
86 003 742 756

May advise on following product areas:
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, excluding IDPS
Securities
Superannuation

Qualifications
Kaplan
Advanced Diploma of Financial Services (Financial Planning)
University of Western Sydney
Masters of Commerce

Memberships
Financial Planning Association of Australia (FPA)