Financial Adviser
· NEUTRAL BAY, NSW
Julian Coleman
No disciplinary history on record with ASIC
NEUTRAL BAY,
NSW
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000412674
About Julian Coleman
Julian Coleman is a financial adviser based in Neutral Bay, New South Wales, with 19 years of experience in the financial services industry since 2007. Julian is currently authorised under Cwp1 Licensee Services, operating through Wealth Partner 6. Julian holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Julian's qualifications include a Graduate Diploma. Julian is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2000
Diploma
- Training Australia
2014
Diploma
- Kaplan
2016
Advanced Diploma
2022
Graduate Diploma
Registration History
GPL (VIC) PTY LTD
TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD
INSIGNIA PLATFORMS PTY LTD
Source: ASIC Financial Advisers Register