Financial Adviser
· DARLINGHURST, NSW
Julie Samantha Bullen
No disciplinary history on record with ASIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001311213
Julie Samantha Bullen is a financial adviser based in Darlinghurst, New South Wales, with 1 year of experience in the financial services industry. Julie is currently authorised under Paragem Pty Limited. Julie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Julie holds a Bachelor of Business (Financial Planning and Taxation.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2023
Bachelor of Business (Financial Planning and Taxation
Registration History
Not Authorised for Self-Managed Superannuation Funds or Standard Margin Lending facility.
AAN WEALTH MANAGEMENT PTY LTD
Source: ASIC Financial Advisers Register