Financial Adviser
· NORTH SYDNEY, NSW
Julia Louise Mccullagh
No disciplinary history on record with ASIC
NORTH SYDNEY,
NSW
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000412494
About Julia Louise Mccullagh
Julia Louise Mccullagh is a financial adviser based in North Sydney, New South Wales, with 24 years of experience in the financial services industry since 2002. Julia is currently authorised under Bw Capital. Julia holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Julia's qualifications include a Bachelor of Commerce from Sydney University. Julia is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Services Institute of Australasia (FINSIA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1997
Bachelor of Commerce
Sydney University
2000
Graduate Diploma in Financial Planning
Securities Institute of Australia
2001
CA Program
Institute of Chartered Accountants
2018
SuperCon
University of Adelaide
2023
Ethics for Financial Planning
Ethics - University of Technology Sydney