Financial Adviser
· CANBERRA, ACT
Julian Farmer
No disciplinary history on record with ASIC
32
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001238889
Julian Farmer is a financial adviser based in Canberra, Australian Capital Territory, with 32 years of experience in the financial services industry. Julian is currently authorised under Parker Wealth Management Pty Ltd. Julian holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (EcoNomics) from Charles Sturt University. Julian is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1999
AFMA Accreditation Examination
AFMA Services Pty Ltd
2011
Bachelor of Business (EcoNomics)
Charles Sturt University
2011
RG146 Margin Lending & Geared Investments
Kaplan Australia
2019
Diploma of Financial Planning FNS50615
Kaplan Australia
2019
RG146 Tier 1 Compliance Program Superannuation Life Insurance
Kaplan Australia