Financial Adviser
· LANE COVE, NSW
Pascal Karsten Julliard
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000283465
Pascal Karsten Julliard is a financial adviser based in Lane Cove, New South Wales, with 21 years of experience in the financial services industry. Pascal is currently authorised under Julliard Advisory Group Pty Limited. Pascal 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 Certified Financial Planner from Financial Planning Association of Australia (FPA). Pascal is a member of Financial Advice Association of Australia (FAAA), Investment Management Consultants Association (IMCA) and SMSF Association.
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
2004
Bachelor of Economics
University of New South Wales (UNSW)
2010
Certified Investment Management Analyst (CIMA)
Investment Management Consultants Association (IMCA)
2015
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2025
FPC002B- Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional