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