Financial Adviser
· MILTON, NSW
Julie Anne Knox
No disciplinary history on record with ASIC
MILTON,
NSW
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000409506
About Julie Anne Knox
Julie Anne Knox is a financial adviser based in Milton, New South Wales, with 15 years of experience in the financial services industry since 2011. Julie is currently authorised under Cube Financial Services, operating through Tailor-made Financial Planning. Julie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Julie's qualifications include a Bachelor of Commerce from University of Wollongong. Julie 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
1997
Bachelor of Commerce
University of Wollongong
2011
Diploma of Financial Services (Financial Planning)
Kaplan
2012
ASX Securities
Kaplan
2014
Self Managed Super Fund Course
KAPLAN
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan