Financial Adviser
· NEWPORT, NSW
Andrew John Julius
No disciplinary history on record with ASIC
NEWPORT,
NSW
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000274067
Andrew John Julius is a financial adviser based in Newport, New South Wales, with 11 years of experience in the financial services industry since 2015. Andrew is currently authorised under Advice Evolution. Andrew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Andrew's qualifications include a Master of Applied Finance from Kaplan Professional. Andrew 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1995
Bachelor of Business
University of Technology Sydney (UTS)
2002
Graduate Diploma in Financial Planning
Securities Institute
2012
Graduate Diploma in Applied Finance
Kaplan Professional
2015
Diploma of Financial Planning
International Institute of Technology Pty Ltd (IIT)
2018
Master of Applied Finance
Kaplan Professional
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register