JULIE BLAND
Financial Adviser · Benowa, QLD
📚 Qualifications & Training
1991 - Bachelor of Business - Bachelor Degree (AQF 7) - Charles Sturt University
2015 - SMSF Personal Advice - - Pinnacle Financial Services Academy Pty Ltd
2021 - Ethics - Bridging Course - Ethics - FASEA
🏢 Professional Memberships
CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA ANZ)
National Tax & Accountants'Association Ltd
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.