Financial Adviser · CANBERRA, ACT

Julie Almond

CANBERRA, ACT

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001270704

Currently at

Guideway Financial Services

Melbourne, VIC (firm address)

View firm profile

About Julie Almond

Julie Almond is a financial adviser based in Canberra, Australian Capital Territory, with 8 years of experience in the financial services industry since 2018. Julie is currently authorised under Guideway Financial Services. Julie holds authorisations to advise on superannuation, life insurance investments, deposit products and government bonds, as well as tax financial advice services (TFAS). Julie's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Investments Deposit Products Government Bonds

Restrictions: Superannuation- general advice on SMSF only.

Authorised to provide tax financial advice services

Qualifications and Training

2015

FNS51811 Diploma of Financial Services

Integrity Education Group

2017

FNS60415 Advanced Diploma of Financial Planning

Integrity Education Group

2023

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2025

Tax for Financial Advising

Kaplan Education Pty Ltd

Registration History

Guideway Financial Services Pty Ltd

Dec 2025 - Present Current

Superannuation- general advice on SMSF only.

Industry Fund Services Limited

May 2022 - Nov 2025 Ceased

(B)IFS authorises the Adviser to provide Personal Advice, General Advice and Deal In financial products only in relation to the following advice topics as defined in IFS guidance: Limited - (a) Member Investment Choice (b) Contributions into superannuation (c) Insurance within superannuation (d) Planning for retirement (e) Transition to Retirement

Mufg Retire360 Pty Limited

Apr 2019 - Apr 2022 Ceased

ADVISER NETWORK PTY LTD

Dec 2018 - Mar 2019 Ceased

Source: ASIC Financial Advisers Register