Financial Adviser
· BYRON BAY, NSW
Julie Anna Jenkins-chapman
No disciplinary history on record with ASIC
BYRON BAY,
NSW
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001296782
Practice
Byron Bay, NSW (practice address on ASIC register)
Licensed through Ad Advisory Services
About Julie Anna Jenkins-chapman
Julie Anna Jenkins-chapman is a financial adviser based in Byron Bay, New South Wales, with 4 years of experience in the financial services industry since 2022. Julie works at Thompson Financial Planning, which is licensed through Ad Advisory Services. Julie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Julie holds a Financial Planning from Charles Sturt University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: SMSF
Authorised to provide tax financial advice services
Qualifications and Training
2021
Financial Planning
Charles Sturt University