Julie Davison Financial Planner Report

Name:
Julie Jane Davison

Rep Number:
001001152

Status:
Current

First Advice:
1993

Disciplinary action:
No action

Most Recent Role:
2004-03-11 onwards

Licensee
Name:

Number:
000243480

ABN:
25 006 390 772

Controlled By:

Appointed By
Name:
Bell Potter Securities Limited

Licence Number:
000243480

ABN:
25 006 390 772

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Securities
Superannuation

Qualifications
SDIA / Deakin University
Core 1 Securities & Managed Investments Accreditation Program
Securities Institute Education
Diploma in Financial Markets
Kaplan Professional Education
Margin Lending and Geared Investments
RMIT University
RMIT/SDIA Superannuation Module