Julie Moya Dalling – Financial Adviser

Adviser identifying number: 1000644
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: QINVEST LIMITED
Licence number: 238274
Licensee’s ABN: 35063511580
Licence controlled by: QSUPER LIMITED

The date the Financial Adviser commenced the appointment: 05/08/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: QINVEST LIMITED
Authorised Representative identifying number: 238274
Authorised Representative’s ABN: 35063511580

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) – Tribeca Learning (Aust) Pty Ltd
• Diploma Of Financial Planning (Foundations) – Financial Planning Assocation of Australia Ltd
• Diploma of Financial Services (Financial Planning) – Tribeca Learning (Aust) Pty Ltd
• Margin Lending and Geared Investments – Kaplan Professional Pty Ltd
• Self Managed Superannuation Funds – Kaplan Professional Pty Ltd

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Julie Moya Dalling is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility