Financial Adviser
· SYDNEY, NSW
Julia Harley
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003640
Julia Harley is a financial adviser based in Sydney, New South Wales, with 13 years of experience in the financial services industry. Julia is currently authorised under Koda Capital Pty Ltd. Julia 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 Business from University of Technology Sydney.
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
Bachelor of Business
University of Technology Sydney
2007
Diploma of Financial Services (Financial Planning)
Mentor Education
2008
Graduate Diploma of Applied Finance and Investment
Kaplan
2009
Certified Investment Management Analyst Program
Investment Management Consultants Association
2024
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2025
Client Engagement Skills
Behavioural Finance - Kaplan
2025
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan
2026
Tax for Financial Advising
Kaplan
Registration History
Miscellaneous Financial Risk Products Miscellaneous Financial Investment Products
Source: ASIC Financial Advisers Register