Julie Taylor Financial Planner Report

Name:
Julie Taylor

Rep Number:
001241925

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2016-05-09 onwards

Licensee
Name:

Number:
000237504

ABN:
41 002 574 923

Controlled By:

Appointed By
Name:
Macquarie Equities Limited

Licence Number:
000237504

ABN:
41 002 574 923

May advise on following product areas:
Non-basic Deposit Products
Derivatives
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
Securities Institute
Diploma of Financial Markets
Securities Institute
Graduate Diploma of Financial Planning
Kaplan
Margin Lending
Kaplan
Self Managed Superannuation Funds