Julie Dawn Smith – Financial Adviser

Adviser identifying number: 1245643
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: GRANT THORNTON WEALTH ADVISORY SERVICES PTY LTD
Licence number: 234500
Licensee’s ABN: 61007073305
Licence controlled by: GRANT THORNTON AUSTRALIA LIMITED

The date the Financial Adviser commenced the appointment: 25/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GRANT THORNTON WEALTH ADVISORY SERVICES PTY LTD
Authorised Representative identifying number: 234500
Authorised Representative’s ABN: 61007073305

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: Accountants Self Managed Superannuation Funds Package – Kaplan Education Pty Ltd

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Julie Dawn Smith is authorised to provide advices on following products:

  • Superannuation