Julian Trevor Halyard – Financial Adviser
Adviser identifying number: 335462
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009
Name of the licence holder: GPS WEALTH LTD
Licence number: 254544
Licensee’s ABN: 17005482726
Licence controlled by:
The date the Financial Adviser commenced the appointment: 15/05/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GPS WEALTH LTD
Authorised Representative identifying number: 254544
Authorised Representative’s ABN: 17005482726
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:
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Relevant qualifications and training: Margin Lending – Kaplan Professional Education
Relevant memberships of professional bodies or industry associations:
Julian Trevor Halyard is authorised to provide advices on following products:
- 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 / A person’s existing holding in a superannuation product
- Margin Lending Facility / Standard Margin Lending Facility