Julie Jane Davison – Financial Adviser
Adviser identifying number: 1001152
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1993
Name of the licence holder: BELL POTTER SECURITIES LIMITED
Licence number: 243480
Licensee’s ABN: 25006390772
Licence controlled by: BELL FINANCIAL GROUP LIMITED
The date the Financial Adviser commenced the appointment: 11/03/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BELL POTTER SECURITIES LIMITED
Authorised Representative identifying number: 243480
Authorised Representative’s ABN: 25006390772
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:
- Core 1 Securities & Managed Investments Accreditation Program – SDIA / Deakin University
- Diploma in Financial Markets – Securities Institute Education
- Margin Lending and Geared Investments – Kaplan Professional Education
- RMIT/SDIA Superannuation Module – RMIT University
Relevant memberships of professional bodies or industry associations:
Julie Jane Davison is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility