JULIA HARLEY
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2006 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Technology Sydney
2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education
2008 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Kaplan
2009 - Certified Investment Management Analyst Program - Professional Designations - Investment Management Consultants Association
2024 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2025 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan
2025 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan
2026 - Tax for Financial Advising - Other - Kaplan
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.