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