Julia Louise Mccullagh – Financial Adviser

Adviser identifying number: 412494
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002

Name of the licence holder: BW CAPITAL PTY LTD
Licence number: 221409
Licensee’s ABN: 53100714118
Licence controlled by: DAVID CHARLES HARDEN ~ STEPHEN JOHN LAMBERT

The date the Financial Adviser commenced the appointment: 28/04/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BW CAPITAL PTY LTD
Authorised Representative identifying number: 221409
Authorised Representative’s ABN: 53100714118

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 Commerce – Sydney University
  • CA Program – Institute of Chartered Accountants
  • Graduate Diploma in Financial Planning – Securities Institute of Australia

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Julia Louise Mccullagh is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Derivatives
  • Foreign Exchange Contracts
  • 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
  • Miscellaneous Financial Facility / Miscellaneous Financial Investment Products