Financial Adviser
· BUNBURY, WA
Julian Robert Ambrose Smith
No disciplinary history on record with ASIC
BUNBURY,
WA
ASIC Registered · ADV 001323481
About Julian Robert Ambrose Smith
Julian Robert Ambrose Smith is a financial adviser based in Bunbury, Western Australia. Julian is currently authorised under Horizon Investment Solutions, operating through David Offer. Julian holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Julian holds a Financial Planning from Kaplan.
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Qualifications and Training
2025
Financial Planning
Kaplan