Financial Adviser
· MELBOURNE, VIC
Julian Reeves
No disciplinary history on record with ASIC
27
Years experience
ASIC Registered · ADV 001000566
Julian Reeves is a financial adviser based in Melbourne, Victoria, with 27 years of experience in the financial services industry. Julian is currently authorised under Ord Minnett Limited. Julian holds authorisations to advise on superannuation, life insurance, managed investments and securities. Their qualifications include a Master of Financial Planning with Distinction from Royal Melbourne Institute of Technology. Julian is a member of Stockbrokers and Investment Advisers Association (SIAA).
Authorised to Advise On
Superannuation
Life Insurance
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Qualifications and Training
2001
ASX Accredited Derivatives Adviser Level Two
Australian Stock Exchange (ASX)
2002
PS 146 Compliance Program
- Securities Institute of Australia
2008
Master of Financial Planning with Distinction
Royal Melbourne Institute of Technology
2010
Margin Lending Accreditation Program
Deakin University
2014
Foreign Exchange
- Kaplan
Registration History
Derivatives: Authorised to provide personal financial product advice to retail clients as a Level 2 ASIC Accredited Derivatives Adviser for Exchanged Traded Options.
Source: ASIC Financial Advisers Register