HomeFinancial AdvisersJulie-ann Dougherty – Financial Adviser

Julie-ann Dougherty – Financial Adviser

Adviser identifying number: 298201
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: BUSINESS & ESTATE PLANNING SPECIALISTS HOLDINGS PTY LTD
Licence number: 379410
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Licence controlled by:

The date the Financial Adviser commenced the appointment: 03/11/2011
The date the Financial Adviser ceased the appointment: 26/06/2013
Name of the Authorised Representative:
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Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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You might be interested in:

>>>Why You Don’t Need to Hire a Financial Adviser?

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Relevant qualifications and training:

  • ASX Securities – Kaplan
  • Diploma of Financial Services (FP) – Kaplan
  • Self Managed Super Fund Course – Financial Essentials

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Julie-ann Dougherty is authorised to provide advices on following products:

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