Financial Adviser
· SYDNEY, NSW
Julia Parsons
No disciplinary history on record with ASIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001303653
Julia Parsons is a financial adviser based in Sydney, New South Wales, with 3 years of experience in the financial services industry. Julia is currently authorised under Macquarie Bank Limited. 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 Master of Commerce (Finance) from The University of Sydney.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Business with Credit
University of Technology Sydney
2007
Diploma of Financial Services (Financial Planning)
Mentor Education
2016
Tier 1 Managed Investments
Other - Kaplan Higher Education Pty Limited
2016
Tier 1 Securities
Other - Kaplan Higher Education Pty Limited
2017
Master of Commerce (Finance)
The University of Sydney
2017
Tier 1 Self-Managed Superannuation Funds
Other - Financial Education Professionals Pty Ltd
2017
Tier 1 Superannuation
Other - Kaplan Higher Education Pty Limited
2022
Graduate Diploma of Financial Planning.
Kaplan Higher Education Pty Limited
2023
Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)
Financial Education Professionals Pty Ltd
2024
SMSF Regulations and Taxation
Kaplan Higher Education Pty Limited