Julie Lorraine Irving – Financial Adviser
Adviser identifying number: 1001544
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008
Name of the licence holder: DMG FINANCIAL PLANNING PTY LTD
Licence number: 238354
Licensee’s ABN: 22095967525
Licence controlled by:
The date the Financial Adviser commenced the appointment: 16/01/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: DMG FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 238354
Authorised Representative’s ABN: 22095967525
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:
- Advanced Diploma of Financial Services (Financial Planning) – Kaplan Professional Education
- Bachelor of Accounting – University of South Australia
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Julie Lorraine Irving is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / IDPS Only
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility
- Margin Lending Facility / Non-Standard Margin Lending Facility