JULIE DIANNE HERSELMAN


Licensee: ACCORD FINANCIAL SOLUTIONS PTY LTD

JULIE DIANNE HERSELMAN (Adviser# 001260384) 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 November 15, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name JULIE DIANNE HERSELMAN
Adviser Number 001260384
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2017
Financial Service (AFS) Licence Licence# 000323379
ACCORD FINANCIAL SOLUTIONS PTY LTD
Adviser Start Date 2017-11-15
Appointing Representative Name ACCORD FINANCIAL SOLUTIONS PTY LTD
Appointing Representative Number 000323379
Memberships Chartered Accountants Australia and New Zealand (CA)

Authorisations to provide financial product advice

  • JULIE DIANNE HERSELMAN
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Deposit Payment Non Cash Deposit
  • ·
  • Government Debenture
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  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Accountancy University of South Australia
Diploma of Financial Planning Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000323379 ACCORD FINANCIAL SOLUTIONS PTY LTD 2017-11-15 - ACCORD FINANCIAL SOLUTIONS PTY LTD

Licensee Information

Licence Name ACCORD FINANCIAL SOLUTIONS PTY LTD
Licence Number 000323379

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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.