JULIE LOGAN
Financial Adviser · Shellharbour City Centre, NSW
📚 Qualifications & Training
1986 - Bachelor of Commerce (Accountancy/Management) - Bachelor Degree (AQF 7) - Wollongong University
2000 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association
2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2018 - Provide Advice in Margin Lending - 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.