Julliard Advisory Group Pty Limited

AFS License Number
229832
Name
Julliard Advisory Group Pty Limited
ABN/ACN/ARBN
90087759706
Licensee issued
July 1, 2003
Address
Lane Cove, 2066, NSW

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation; and
deal in a financial product by:
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Kevin Scott Hines 2003 1998 - Bachelor of Economics - - Macquarie University ~ 2005 - Certified Financial Planner (CFP) - - Financial Planning Association of Australia (FPA) ~ 2005 - SMSF Specialist Advisor (SSA) - - SMSF Association ~ 2013 - Life Risk Specialist (LRS) - - Financial Planning Association of Australia (FPA)
 Pascal Karsten Julliard 2005 2004 - Bachelor of Economics - - University of New South Wales (UNSW) ~ 2010 - Certified Investment Management Analyst (CIMA) - - Investment Management Consultants Association (IMCA) ~ 2015 - Certified Financial Planner - - Financial Planning Association of Australia (FPA)