Financial Adviser
· MELBOURNE, VIC
Julian Edward Carter
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001243197
Julian Edward Carter is a financial adviser based in Melbourne, Victoria, with 10 years of experience in the financial services industry. Julian is currently authorised under Personal Financial Services Ltd. 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 Bachelor of Business (Economics & Finance) from RMIT.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2009
Bachelor of Business (Economics & Finance)
RMIT
2021
Graduate Diploma of Financial Planning
Kaplan
2023
Self Managed Superannuation Funds
PFS Internal Training
Registration History
Source: ASIC Financial Advisers Register