Data sourced from ASIC Financial Advisers Register
Financial Adviser · MELBOURNE, VIC

Julie Diana Pearsons

9 Years experience
Tax advice
authorised
Currently at
Psk Advisory Services Pty Ltd
Sydney, NSW
View firm profile
ASIC Registered · ADV 001260079

Julie Diana Pearsons is a financial adviser based in Melbourne, Victoria, with 9 years of experience in the financial services industry. Julie is currently authorised under Psk Advisory 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 Bachelor of Commerce (Economics and Financial Planning) from Deakin University. Julie is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

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

Authorised to provide tax financial advice services

Qualifications and Training

2008
Bachelor of Commerce (Economics and Financial Planning)
Deakin University
2017
Diploma of Financial Planning
Kaplan Professional
2018
Advanced Diploma of Financial Planning
Kaplan Professional
2020
MAA769 Ethics for Financial Services
Ethics - Deakin University

Registration History

Psk Advisory Services Pty Ltd
Nov 2017 - Present Current
One off licensee approval is required for products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register