JULIAN REEVES
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2001 - ASX Accredited Derivatives Adviser Level Two - - Australian Stock Exchange (ASX)
2002 - PS 146 Compliance Program - Superannuation Module - - Securities Institute of Australia
2008 - Master of Financial Planning with Distinction - Masters Degree (AQF 9) - Royal Melbourne Institute of Technology
2010 - Margin Lending Accreditation Program - - Deakin University
2014 - Foreign Exchange - Knowledge & Skills - - Kaplan
🏢 Professional Memberships
Stockbrokers and Investment Advisers Association (SIAA)
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.