Pascal Julliard Financial Planner Report

Name:
Pascal Karsten Julliard

Rep Number:
000283465

Status:
Current

First Advice:
2005

Disciplinary action:
No action

Most Recent Role:
2005-01-01 onwards

Licensee
Name:

Number:
000229832

ABN:
90 087 759 706

Appointed By
Name:
Julliard Advisory Group Pty Limited

Licence Number:
000229832

ABN:
90 087 759 706

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
University of New South Wales (UNSW)
Bachelor of Economics
Financial Planning Association of Australia (FPA)
Certified Financial Planner
Investment Management Consultants Association (IMCA)
Certified Investment Management Analyst (CIMA)

Memberships
Association of Real Return Investment Advisers (ARRIA)
Financial Planning Association of Australia (FPA)
Investment Management Consultants Association (IMCA)
SMSF Association