Julian Nowland Financial Planner Report

Name:
Julian Arthur James Nowland

Rep Number:
000286322

Status:
Current

First Advice:
2015

Disciplinary action:
No action

Most Recent Role:
2015-02-09 onwards

Licensee
Name:

Number:
000357306

ABN:
54 139 889 535

Controlled By:

Appointed By
Name:
Fortnum Private Wealth Ltd

Licence Number:
000357306

ABN:
54 139 889 535

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
MDA Services
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Tribeca
Advanced Diploma Financial Services (Financial Planning)
National Finance Institute
Certificate IV in Mortgage Broking
Macleay College
Diploma in Business
CBA
Diploma in Financial Services (Financial Planning)
SMSFA
SMSF Specialist Adviser

Memberships
Financial Planning Association of Australia (FPA)
SMSF Association