Financial Adviser
· YAMBA, NSW
Julie-ann Dougherty
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000298201
Julie-ann Dougherty is a financial adviser based in Yamba, New South Wales, with 19 years of experience in the financial services industry. Julie-ann is currently authorised under Skybridge Portfolios Pty Ltd. Julie-ann 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 Diploma of Financial Services (FP) from Kaplan.
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
2007
Self Managed Super Fund Course
Financial Essentials
2009
ASX Securities
Kaplan
2011
Diploma of Financial Services (FP)
Kaplan
Registration History
BUSINESS & ESTATE PLANNING SPECIALISTS HOLDINGS PTY LTD
Source: ASIC Financial Advisers Register