JULIA PARSONS
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2006 - Bachelor of Business with Credit - Bachelor Degree (AQF 7) - University of Technology Sydney
2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education
2016 - Tier 1 Managed Investments - General Advice - Other - Kaplan Higher Education Pty Limited
2016 - Tier 1 Securities - General Advice - Other - Kaplan Higher Education Pty Limited
2017 - Master of Commerce (Finance) - Masters Degree (AQF 9) - The University of Sydney
2017 - Tier 1 Self-Managed Superannuation Funds - General Advice - Other - Financial Education Professionals Pty Ltd
2017 - Tier 1 Superannuation - General Advice - Other - Kaplan Higher Education Pty Limited
2022 - Graduate Diploma of Financial Planning. - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2023 - Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice) - Other - Financial Education Professionals Pty Ltd
2024 - SMSF Regulations and Taxation - Other - Kaplan Higher Education Pty Limited
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.