Julie Poci – Financial Adviser

Adviser identifying number: 1249961
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: PARTNERS WEALTH GROUP ADVICE PTY LTD
Licence number: 483842
Licensee’s ABN:
Licence controlled by: PARTNERS WEALTH GROUP PTY LTD

The date the Financial Adviser commenced the appointment: 24/11/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PARTNERS WEALTH GROUP ADVICE PTY LTD
Authorised Representative identifying number: 483842
Authorised Representative’s ABN:

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:

• Bachelor of Business (Accounting) – Victoria University
• Chartered Accountants Program / Graduate Diploma – Chartered Accountants Australia
• Self Managed Superannuation Fund Adviser (Personal Advice) – Mentor

Relevant memberships of professional bodies or industry associations: Institute of Chartered Accountants

Julie Poci is authorised to provide advices on following products:

• Superannuation