Financial Adviser
· NORTH SYDNEY, NSW
Julian Mcgoldrick
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000262098
Julian Mcgoldrick is a financial adviser based in North Sydney, New South Wales, with 27 years of experience in the financial services industry. Julian is currently authorised under Knox 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). Julian holds a Diploma from - Deakin 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
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Diploma
- Deakin University