JULIA LOUISE MCCULLAGH
Financial Adviser · North Sydney, NSW
📚 Qualifications & Training
1997 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Sydney University
2000 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute of Australia
2001 - CA Program - - Institute of Chartered Accountants
2018 - SuperCon - Other - University of Adelaide
2023 - Ethics for Financial Planning - Bridging Course - Ethics - University of Technology Sydney
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Services Institute of Australasia (FINSIA)
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.