JULIAN PRENDERGAST

Financial Adviser · Milton, QLD

Registered

Registration Number

000329435

Registration Status

Registered

Location

Milton, QLD 4064

Providing Advice Since

2008

Registration Date

02/09/2008

Financial Services Licensee

AKUMIN FINANCIAL PLANNING PTY LIMITED

Licence #000232706

📚 Qualifications & Training

2002 - Bachelor of Agricultural Economics - Bachelor Degree (AQF 7) - University of Sydney
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2013 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia (FPA)
2014 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Finance & Related Services Training Academy (FARSTA)
2019 - ASX Listed Product Accreditation Course (LPAC) - Other - LPAC Online
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - 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.