Yul Hardick – Financial Adviser

Adviser identifying number: 1001124
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: FIRST CAPITAL FINANCIAL PLANNING PTY LTD
Licence number: 281193
Licensee’s ABN: 35003212717
Licence controlled by: PAUL HARDICK ~ ROBERT BACSKO

The date the Financial Adviser commenced the appointment: 01/05/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FIRST CAPITAL FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 281193
Authorised Representative’s ABN: 35003212717

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) – International Institute of Technology
  • Certificate IV in Finance and Mortgage – Kaplan
  • Diploma of Financial Services (Financial Planning) – Kaplan
  • Margin Lending and Geared Investment – Kaplan

Relevant memberships of professional bodies or industry associations:

  • Association of Financial Advisers (AFA)
  • Association of Independently Owned Financial Professionals (AIOFP)

Yul Hardick 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 / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility