Yul Hardick – Financial Adviser
Adviser identifying number: 1001124
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011
Name of the licence holder: FIRST CAPITAL FINANCIAL PLANNING PTY LTD
Licence number: 281193
Licensee’s ABN: 35003212717
Licence controlled by: PAUL HARDICK ~ ROBERT BACSKO
The date the Financial Adviser commenced the appointment: 01/05/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FIRST CAPITAL FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 281193
Authorised Representative’s ABN: 35003212717
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:
- Advanced Diploma of Financial Services (Financial Planning) – International Institute of Technology
- Certificate IV in Finance and Mortgage – Kaplan
- Diploma of Financial Services (Financial Planning) – Kaplan
- Margin Lending and Geared Investment – Kaplan
Relevant memberships of professional bodies or industry associations:
- Association of Financial Advisers (AFA)
- Association of Independently Owned Financial Professionals (AIOFP)
Yul Hardick 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
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility