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.
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) |
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Qualification / Degree | Institute / School |
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Bachelor of Accountancy | University of South Australia |
Diploma of Financial Planning | Kaplan |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000323379 | ACCORD FINANCIAL SOLUTIONS PTY LTD | 2017-11-15 - | ACCORD FINANCIAL SOLUTIONS PTY LTD |
Licence Name | ACCORD FINANCIAL SOLUTIONS PTY LTD |
Licence Number | 000323379 |
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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.