Julie Windebank Financial Planner Report
Disciplinary action:
No action
Most Recent Role:
2015-10-29 onwards
Name:
Number:
000331367
ABN:
89 133 593 012
Controlled By:
Name:
Clearview Financial Advice Pty Ltd
Licence Number:
000331367
ABN:
89 133 593 012
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
Retirement Savings Account Products
Securities
Superannuation
Tribeca Learning
Advanced Diploma of Financial Services (Financial Planning)
Association of Financial Advisers (AFA)