JULIE ANNE GRAY


Licensee: SECURITOR FINANCIAL GROUP LTD

JULIE ANNE GRAY (Adviser# 000310274) 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 24, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name JULIE ANNE GRAY
Adviser Number 000310274
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2007
Financial Service (AFS) Licence Licence# 000240687
SECURITOR FINANCIAL GROUP LTD
Licence ABN 48009189495
Licence Controlled By WESTPAC BANKING CORPORATION
Adviser Start Date 2018-03-24
Appointing Representative Name JGFINANCIAL PTY LTD
Appointing Representative Number 001260613
Appointing Representative ABN 29621559519
Memberships Association of Financial Advisers (AFA)
Financial Planning Association of Australia (FPA)
Law Institute Of Victoria
SMSF Professionals' Association of Australia

Authorisations to provide financial product advice

  • JULIE ANNE GRAY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
ASX Accredited Listed Products Adviser Program Kaplan Professional Education
Advanced Diploma of Management Stott's College
Diploma of Financial Services (Financial Planning) Mentor Education
Self Managed Superannuation Funds Kaplan Professional Education

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000240687 SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION
2018-03-24 - JGFINANCIAL PTY LTD
000240687 SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION
2016-04-14 - 2018-03-23 SALT FINANCIAL GROUP PTY LTD.
000244252 MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Further restrictions: Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only.
2007-02-09 - 2016-04-13 MILLENNIUM 3 FINANCIAL SERVICES PTY LTD

Licensee Information

Licence Name SECURITOR FINANCIAL GROUP LTD
Licence Number 000240687
Licence ABN 48009189495

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JAMES CRAWFORD GREEN Securitor Financial Group Ltd Current 2018-07-31
SHEREEN CHURCHILL Securitor Financial Group Ltd Current 2018-07-26
LIESL JANELLE MASLEN Securitor Financial Group Ltd Current 2018-07-19
MARK EDWARDS Securitor Financial Group Ltd Current 2018-07-06
MICHAEL WALMSLEY Securitor Financial Group Ltd Current 2018-06-29
PAUL HALLIGAN Securitor Financial Group Ltd Current 2018-06-29
REECE MARINI Securitor Financial Group Ltd Current 2018-05-02
CHARLES ELLIOT JEREMY GREEN Securitor Financial Group Ltd Current 2018-04-16
MARK ANDREW EYLES Securitor Financial Group Ltd Current 2018-03-16
DANIELLE TYLEY Securitor Financial Group Ltd Current 2018-03-15

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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.