Jean-pierre Julliard – Financial Adviser

Adviser identifying number: 230761
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: JULLIARD ADVISORY GROUP PTY LIMITED
Licence number: 229832
Licensee’s ABN: 90087759706
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/07/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: JULLIARD ADVISORY GROUP PTY LIMITED
Authorised Representative identifying number: 229832
Authorised Representative’s ABN: 90087759706

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:

• Certified Financial Planner (CFP) – Financial Planning Association of Australia (FPA)
• SMSF Specialist Advisor (SSA) – SMSF Association

Relevant memberships of professional bodies or industry associations:

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

Jean-pierre Julliard 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