Financial Adviser · TORQUAY, VIC

Julie Maree Penfold

24 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000264231

Julie Maree Penfold is a financial adviser based in Torquay, Victoria, with 24 years of experience in the financial services industry. Julie is currently authorised under Akumin Financial Planning Pty Limited. 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 Arts in Education from Deakin University.

Authorised to Advise On

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

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

1996

Bachelor of Arts in Education

Deakin University

1997

Bachelor of Commerce

Deakin University

2003

8 unit Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2006

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

2010

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

2015

Accredited Listed Product Adviser (ASX ALPA) Program

Kaplan Higher Education Pty Limited

2022

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Nov 2015 - Present Current

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

MAGNITUDE GROUP PTY LTD

Dec 2012 - Nov 2015 Ceased

LONSDALE FINANCIAL GROUP PTY LTD

Mar 2004 - Nov 2012 Ceased

Source: ASIC Financial Advisers Register