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

Julian Vernon Bailey

33 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000249273

Julian Vernon Bailey is a financial adviser based in Rowville, Victoria, with 33 years of experience in the financial services industry. Julian is currently authorised under Akumin Financial Planning Pty Limited. 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 Diploma of Financial Planning from Financial Planning Association of Australia (FPA).

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

2004
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2009
Certificate IV Financial Services (Finance/Mortgage Broking)
Kaplan Higher Education Pty Limited
2022
FPC001B Economic & Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2022
FPC004 Insurance Advice
Kaplan Higher Education Pty Limited
2022
FPC005 Estate and Succession Planning
Kaplan Higher Education Pty Limited
2022
FPC006 Tax and Commercial Law for Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Jan 2004 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register