JULIA LOUISE MCCULLAGH


Licensee: BW CAPITAL PTY LTD

JULIA LOUISE MCCULLAGH (Adviser# 000412494) 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 April 28, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name JULIA LOUISE MCCULLAGH
Adviser Number 000412494
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2002
Financial Service (AFS) Licence Licence# 000221409
BW CAPITAL PTY LTD
Licence ABN 53100714118
Licence Controlled By DAVID CHARLES HARDEN
STEPHEN JOHN LAMBERT
Adviser Start Date 2017-04-28
Appointing Representative Name BW CAPITAL PTY LTD
Appointing Representative Number 000221409
Appointing Representative ABN 53100714118
Memberships Chartered Accountants Australia and New Zealand (CA)

Authorisations to provide financial product advice

  • JULIA LOUISE MCCULLAGH
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • Foreign Exchange
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Miscellaneous Financial Investment Products

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce Sydney University
CA Program Institute of Chartered Accountants
Graduate Diploma in Financial Planning Securities Institute of Australia

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000221409 BW CAPITAL PTY LTD
Licence controlled by: DAVID CHARLES HARDEN ~ STEPHEN JOHN LAMBERT
2017-04-28 - BW CAPITAL PTY LTD
000221409 BW CAPITAL PTY LTD
Licence controlled by: DAVID CHARLES HARDEN ~ STEPHEN JOHN LAMBERT
2002-08-01 - 2017-04-27 JULIA LOUISE MCCULLAGH

Licensee Information

Licence Name BW CAPITAL PTY LTD
Licence Number 000221409
Licence ABN 53100714118

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
IVY CHING HSIA LAI Bw Capital Pty Ltd Current 2011-10-21
STEPHEN JOHN LAMBERT Bw Capital Pty Ltd Current 2011-10-10

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
IVY CHING HSIA LAI Bw Capital Pty Ltd Current 2011-10-21
STEPHEN JOHN LAMBERT Bw Capital Pty Ltd Current 2011-10-10

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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.