Julie Anne Gray – Financial Adviser
Adviser identifying number: 310274
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007
Name of the licence holder: SECURITOR FINANCIAL GROUP LTD
Licence number: 240687
Licensee’s ABN: 48009189495
Licence controlled by: WESTPAC BANKING CORPORATION
The date the Financial Adviser commenced the appointment: 14/04/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SALT FINANCIAL GROUP PTY LTD.
Authorised Representative identifying number: 327760
Authorised Representative’s ABN: 31131823722
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:
- ASX Listed Product Accreditation – Kaplan
- Diploma of Financial Planning (Certificate no 968) – Mentor
- Self Managed Super Funds – Integratec
Relevant memberships of professional bodies or industry associations:
- Association of Financial Advisers (AFA)
- Financial Planning Association of Australia (FPA)
- Law Institute Of Victoria
- SMSF Professionals’ Association of Australia
Julie Anne Gray 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