Julie Taylor – Financial Adviser

Adviser identifying number: 1241925
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

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: 01/03/2013
The date the Financial Adviser ceased the appointment: 01/10/2014
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Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Relevant qualifications and training:

  • Diploma of Financial Markets – Securities Institute
  • Graduate Diploma of Financial Planning – Securities Institute
  • Self Managed Superannuation Funds – Kaplan

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Julie Taylor is authorised to provide advices on following products: