Financial Adviser · TAMWORTH, NSW

Julie Adams

20 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 000258456

Julie Adams is a financial adviser based in Tamworth, New South Wales, with 20 years of experience in the financial services industry. Julie is currently authorised under Industry Fund Services Limited. Julie 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 Economics from University of New England. 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

Restrictions: excluding self-managed super funds

Authorised to provide tax financial advice services

Qualifications and Training

1995

Bachelor of Economics

University of New England

2006

Graduate Diploma in Financial Planning

University of the Sunshine Coast

2012

Tier 2 Compliance Solution

Kaplan

2019

Ethics and Professionalism in Financial Advice

Ethics - Kaplan

2025

Commercial Law

Kaplan Professional

Registration History

Industry Fund Services Limited

Oct 2022 - Present Current

excluding self-managed super funds

LGSS PTY LIMITED

Mar 2015 - Jun 2023 Ceased

Authorised to provide personal financial product advice to retail clients on (1) Deposit and payment products - basic deposit; AND (2) General Insurance products.

Source: ASIC Financial Advisers Register