Financial Adviser
· PORT MACQUARIE, NSW
Julian Gillmore
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004831
Julian Gillmore is a financial adviser based in Port Macquarie, New South Wales, with 13 years of experience in the financial services industry. Julian is currently authorised under Capstone Financial Planning 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 Commerce (Finance) from The University of Newcastle Australia.
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
2006
Foundations of Law LEGL1001
University of Newcastle
2008
Taxation BLW22
Curtin University
2011
Bachelor of Commerce (Finance)
The University of Newcastle Australia
2013
Diploma of Financial Planning
Kaplan Professional
2022
Accredited Listed Product Adviser Program
Kaplan Professional
2022
SMSF Knowledge
Monarch
2025
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Source: ASIC Financial Advisers Register