Financial Adviser · NORTH WOLLONGONG, NSW

Julie Louise Conneely

NORTH WOLLONGONG, NSW
Tax advice
authorised
ASIC Registered · ADV 001317201
Currently at
Sydney, NSW (firm address)

Julie Louise Conneely is a financial adviser based in North Wollongong, New South Wales. Julie is currently authorised under Psk Advisory Services. Julie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Julie's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2021
Graduate Diploma of Financial Planning
Kaplan Professional
2026
FPE020 SMSF Regulations and Taxation
Kaplan Professional

Registration History

Sep 2025 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register