Julie Michelle Bennett – Financial Adviser

Adviser identifying number: 1245569
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: PILOT SUPERANNUATION PTY LTD
Licence number: 483696
Licensee’s ABN:
Licence controlled by: PILOT PARTNERS PTY LTD

The date the Financial Adviser commenced the appointment: 08/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PILOT SUPERANNUATION PTY LTD
Authorised Representative identifying number: 483696
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:

  • 2016 RG146 LIFE INSURANCE – FINANCIAL EDUCATION PROFESSIONALS
  • SUPERANNUATION AND SMSFs – KAPLAN

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

Julie Michelle Bennett is authorised to provide advices on following products:

  • Superannuation / Self-Managed Superannuation Fund
  • Superannuation / A person’s existing holding in a superannuation product
  • Class of Product Advice – Life risk insurance products
  • Class of Product Advice – Superannuation