Financial Adviser
· MILTON, QLD
Yulia Freilekhman
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001263858
Yulia Freilekhman is a financial adviser based in Milton, Queensland, with 8 years of experience in the financial services industry since 2018. Yulia is currently authorised under Alliance Wealth, operating through Direct Wealth. Yulia holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Yulia's qualifications include a Master of Financial Planning from Kaplan Higher Education. Yulia 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
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2015
Bachelor of Commerce (Economics and Financial Planning)
Griffith University
2020
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education
2026
Master of Financial Planning
Kaplan Higher Education
Registration History
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
APOGEE FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register