Julie Anne Peters – Financial Adviser
Adviser identifying number: 404971
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011
Name of the licence holder: GILLESPIE FINANCE DIRECTIONS PTY LTD
Licence number: 478547
Licensee’s ABN:
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/12/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GILLESPIE FINANCE DIRECTIONS PTY LTD
Authorised Representative identifying number: 478547
Authorised Representative’s ABN:
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:
- Certi IV in Finance & Mortgage Broking – Kaplan
- Diploma of Financial Services – Kaplan
Relevant memberships of professional bodies or industry associations:
Julie Anne Peters is authorised to provide advices on following products:
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / IDPS Only
- Retirement Savings Account Products
- Securities
- Superannuation