Julia Buckleton Financial Planner Report

Name:
Julia Suzanne Buckleton

Rep Number:
001003406

Status:
Current

First Advice:
1998

Disciplinary action:
No action

Most Recent Role:
2009-10-26 onwards

Licensee

Appointed By
Name:
Australia And New Zealand Banking Group Limited

Licence Number:
000234527

ABN:
11 005 357 522

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
Kaplan
Advanced Diploma of Financial Services (Financial Planning)
Institute of Financial Services
Certificate for Financial Advicers
Institute of Financial Services
Certificate in Mortgage Advice and Practice
Kaplan
Diploma in Financial services

Memberships
Financial Planning Association of Australia (FPA)