Julie Cohen – Financial Adviser

Adviser identifying number: 449825
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013

Name of the licence holder: CLEARVIEW FINANCIAL ADVICE PTY LTD
Licence number: 331367
Licensee’s ABN: 89133593012
Licence controlled by: CLEARVIEW WEALTH LIMITED

The date the Financial Adviser commenced the appointment: 04/12/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CLEARVIEW FINANCIAL ADVICE PTY LTD
Authorised Representative identifying number: 331367
Authorised Representative’s ABN: 89133593012

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:

• Bachelor of Accountancy – University of South Australia
• Life Insurance (Personal Advice) – Mentor Education – RG146 Training Australia

Relevant memberships of professional bodies or industry associations:

• Association of Financial Advisers (AFA)
• CPA Australia (CPA)

Julie Cohen is authorised to provide advices on following products:

• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products