Financial Adviser
· SYDNEY, NSW
Juliet Catherine Archer
No disciplinary history on record with ASIC
SYDNEY,
NSW
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000441564
Juliet Catherine Archer is a financial adviser based in Sydney, New South Wales, with 26 years of experience in the financial services industry since 2000. Juliet is currently authorised under Sentinel Wealth Management. Juliet holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Juliet's qualifications include a Certified Financial Planner from Financial Advice Association Australia (FAAA). Juliet 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
2008
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
2008
Diploma of Financial Services (Financial Planning)
Kaplan
2016
Certified Financial Planner
Financial Advice Association Australia (FAAA)
2016
Master of Financial Planning
Kaplan Professional
2025
Commercial Law
Kaplan Professional
Registration History
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
GRANDVIEW (VIC) PTY LTD
Source: ASIC Financial Advisers Register