Financial Adviser · DONCASTER, VIC

Julie Diane Body

3 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001298854

Julie Diane Body is a financial adviser based in Doncaster, Victoria, with 3 years of experience in the financial services industry. Julie is currently authorised under Charter Financial Planning 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 Accounting (Financial Planning) from Charles Sturt University.

Authorised to Advise On

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

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

2021

Bachelor of Accounting (Financial Planning)

Charles Sturt University

2022

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2023

Accredited Listed Product Adviser (ASX ALPA) Program

Kaplan Higher Education Pty Limited

2025

FPE020 SMSF Regulation and Taxation

Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Sep 2024 - Present Current

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

Bmg Financial Group Pty Ltd

Jul 2023 - Aug 2024 Ceased

LONSDALE FINANCIAL GROUP PTY LTD

Sep 2022 - Jun 2023 Ceased

Source: ASIC Financial Advisers Register