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Financial Advisers: JULIE ADAMS Information

This is the detailed information about JULIE ADAMS, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000258456, the year the Financial Adviser first provided advice is 2006 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:28.

Financial Adviser Number: 000258456
Financial Adviser Name: JULIE ADAMS
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2006
Adviser Town: Sydney
Adviser State: NSW
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: LGSS PTY LIMITED
    Licence Number: 000383558
    Licence ABN: 68078003497
    The date the Financial Adviser commenced the appointment: 2015-03-26
    Authorised Representative Name: LGSS PTY LIMITED
    Authorised Representative Number: 000383558
    Rep Appointed ABN: 68078003497
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Life Products/Investment Life Insurance Products: 1
    Fin Life Products/Life Risk Insurance Products: 1
    Fin Managed Investment Schemes, including IDPS: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Economics - University of New England ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma in Financial Planning - University of the Sunshine Coast ~ Tier 2 Compliance Solution - Kaplan
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
    Provides details on areas the Financial Adviser is restricted from giving advice on: Authorised to provide personal financial product advice to retail clients on (1) Deposit and payment products - basic deposit; AND (2) General Insurance products.

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Data Dictionary

The company(ies) or people who control the licensee's business: They can sometimes be a majority shareholder or able to control votes at meetings or board composition.
Disciplinary action type: Disciplinary action type. ASIC has regulatory powers in relation to financial advisers and can ban individuals from providing financial product advice.
Fin, e.g: Fin Carbon Credits/Carbon Unit, means Provide Financial Product Advice - Carbon Credits/Carbon Unit. The following logic is applied to product authorisation codes. IF Financial Adviser is authorised to provide advice on this product AND their status equals current THEN show 1 ELSE show null. Product Authorisations are for current Financial Advisers only, null values are used for ceased Financial Advisers.
If more than one entry exists they will be concatenated together and separated by a tilde.