Financial Adviser
· MAYLANDS, WA
Julius Szigligeti
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000301234
Julius Szigligeti is a financial adviser based in Maylands, Western Australia, with 27 years of experience in the financial services industry since 1999. Julius is currently authorised under Lwm Financial Services. Julius holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Julius's qualifications include a CFP Professional Program from Financial Planning Association. Julius 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
1991
Bachelor of Business
Curtin University of Technology
2003
CFP Professional Program
Financial Planning Association
Registration History
SUPERIOR WEALTH MANAGEMENT SOLUTIONS PTY LTD
Source: ASIC Financial Advisers Register