Financial Adviser · MILTON, QLD

Julian Prendergast

18 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000329435

Julian Prendergast is a financial adviser based in Milton, Queensland, with 18 years of experience in the financial services industry. Julian is currently authorised under Akumin Financial Planning Pty Limited. 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 Certified Financial Planner from Financial Planning Association of Australia (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2002

Bachelor of Agricultural Economics

University of Sydney

2008

Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2010

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2013

Certified Financial Planner

Financial Planning Association of Australia (FPA)

2014

Certificate IV Financial Services (Finance/Mortgage Broking)

Finance & Related Services Training Academy (FARSTA)

2019

ASX Listed Product Accreditation Course (LPAC)

LPAC Online

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Sep 2008 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register