Financial Adviser · KEW, VIC

Julie Anne Gray

19 Years experience

Tax advice
authorised

Currently at

Brisbane City, QLD

View firm profile

ASIC Registered · ADV 000310274

Julie Anne Gray is a financial adviser based in Kew, Victoria, with 19 years of experience in the financial services industry. Julie is currently authorised under Pgw Financial Services Pty Ltd. 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 Advanced Diploma of Management from Stott's College. Julie is a member of Financial Advice Association of Australia (FAAA), Law Institute Of Victoria and SMSF Professionals' Association of Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products

Authorised to provide tax financial advice services

Qualifications and Training

2006

Diploma of Financial Services (Financial Planning)

Mentor Education

2007

Self Managed Superannuation Funds

Kaplan Professional Education

2009

ASX Accredited Listed Products Adviser Program

Kaplan Professional Education

2012

Advanced Diploma of Management

Stott's College

Registration History

Pgw Financial Services Pty Ltd

Mar 2019 - Present Current

SECURITOR FINANCIAL GROUP PTY LIMITED

Mar 2018 - Mar 2019 Ceased

SECURITOR FINANCIAL GROUP PTY LIMITED

Apr 2016 - Mar 2018 Ceased

Millennium 3 Financial Services Pty Ltd

Feb 2007 - Apr 2016 Ceased

Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only.

Source: ASIC Financial Advisers Register