Financial Adviser · BYRON BAY, NSW

Julie Anna Jenkins-chapman

BYRON BAY, NSW

4 Years experience

Tax advice
authorised

ASIC Registered · ADV 001296782

Currently at

Thompson Financial Planning

Brisbane, QLD (firm address)

View firm profile

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 is currently authorised under Ad Advisory Services, operating through Thompson Financial Planning. 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

Registration History

Ad Advisory Services Pty Ltd

May 2022 - Present Current

SMSF

Source: ASIC Financial Advisers Register