Julie Adams – Financial Adviser

Adviser identifying number: 258456
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: LGSS PTY LIMITED
Licence number: 383558
Licensee’s ABN: 68078003497
Licence controlled by:

The date the Financial Adviser commenced the appointment: 26/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LGSS PTY LIMITED
Authorised Representative identifying number: 383558
Authorised Representative’s ABN: 68078003497

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:

• Graduate Diploma in Financial Planning – University of the Sunshine Coast
• Tier 2 Compliance Solution – Kaplan

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Julie Adams is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Superannuation