Andrew Julius Financial Planner Report

Name:
Andrew John Julius

Rep Number:
000274067

Status:
Current

First Advice:
2015

Disciplinary action:
No action

Most Recent Role:
2015-11-05 onwards

Location:
Sydney, , NSW, 0

Licensee
Name:

Number:
000234665

ABN:
35 002 976 294

Controlled By:

Appointed By
Name:
Charter Financial Planning Limited

Licence Number:
000234665

ABN:
35 002 976 294

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

Qualifications
University of Technology Sydney
Bachelor of Business (Qualification)
IIT
Diploma of Financial Planning
Kaplan Professional
Graduate Diploma in Applied Finance
Securities Institute
Graduate Diploma in Financial Planning (Qualification)

Memberships
Financial Planner AFP (FPA)