JULIE ADAMS
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1995 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of New England
2006 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - University of the Sunshine Coast
2012 - Tier 2 Compliance Solution - Certificate (AQF 1-4) - Kaplan
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2025 - Commercial Law - Certificate (AQF 1-4) - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.