JULIE ADAMS


Licensee: LGSS PTY LIMITED

JULIE ADAMS (Adviser# 000258456) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is March 26, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name JULIE ADAMS
Adviser Number 000258456
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2006
Financial Service (AFS) Licence Licence# 000383558
LGSS PTY LIMITED
Licence ABN 68078003497
Adviser Start Date 2015-03-26
Appointing Representative Name LGSS PTY LIMITED
Appointing Representative Number 000383558
Appointing Representative ABN 68078003497
Memberships Financial Planning Association of Australia (FPA)
Further Restrictions Authorised to provide personal financial product advice to retail clients on (1) Deposit and payment products - basic deposit; AND (2) General Insurance products.

Authorisations to provide financial product advice

  • JULIE ADAMS
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Economics University of New England
Graduate Diploma in Financial Planning University of the Sunshine Coast
Tier 2 Compliance Solution Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000383558 LGSS PTY LIMITED
Further restrictions: Authorised to provide personal financial product advice to retail clients on (1) Deposit and payment products - basic deposit; AND (2) General Insurance products.
2015-03-26 - LGSS PTY LIMITED

Licensee Information

Licence Name LGSS PTY LIMITED
Licence Number 000383558
Licence ABN 68078003497

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
PAUL KARAGORGOVSKI Lgss Pty Limited Current 2017-12-04
FARRELL JOHN PLATT Lgss Pty Limited Current 2016-07-12
BRENT JOHN PISKORZ Lgss Pty Limited Current 2015-03-26
ROD DE BIE Lgss Pty Limited Current 2015-03-26
IAN HAMILTON Lgss Pty Limited Current 2015-03-26
ERROL UMAR Lgss Pty Limited Current 2015-03-26
LISA THERESE JUDGE Lgss Pty Limited Current 2015-03-26
IVAN HARAMINA Lgss Pty Limited Current 2015-03-26
ROSI KAY PILGRIM Lgss Pty Limited Current 2015-03-26
DEAN ERROLL GODBEE Lgss Pty Limited Current 2015-03-26

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.