Julie Ann Sherwood – Financial Adviser

Adviser identifying number: 335525
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005

Name of the licence holder: FORSYTHS FINANCIAL SERVICES PTY LTD
Licence number: 259938
Licensee’s ABN: 89103898988
Licence controlled by: FORSYTHS BUSINESS SERVICES PTY LTD

The date the Financial Adviser commenced the appointment: 25/09/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FORSYTHS FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 259938
Authorised Representative’s ABN: 89103898988

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Diploma of Financial Planning – Deakin University
• Diploma of Financial Services (Financial Planning) FNS50804 – Pinnacle Financial Services Academy

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• SMSF Association

Julie Ann Sherwood is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility
• All Securities