PASCAL KARSTEN JULLIARD
Financial Adviser · Lane Cove, NSW
📚 Qualifications & Training
2004 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of New South Wales (UNSW)
2010 - Certified Investment Management Analyst (CIMA) - - Investment Management Consultants Association (IMCA)
2015 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia (FPA)
2025 - FPC002B- Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Investment Management Consultants Association (IMCA)
SMSF Association
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.