Julia Louise McCullagh
Financial Adviser in North Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000412494
- Location
- North Sydney NSW 2060
- Licensee
- BW Capital Pty Ltd (AFSL 221409)
- Authorised since
- 28 April 2017
- First provided advice
- 2002
- Qualifications
- Bachelor of Commerce, Sydney University (1997); Graduate Diploma in Financial Planning, Securities Institute of Australia (2000); CA Program, Institute of Chartered Accountants (2001); SuperCon, University of Adelaide (2018); Ethics for Financial Planning, University of Technology Sydney (2023)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Financial Services Institute of Australasia (FINSIA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, derivatives, foreign exchange contracts
- Tax (financial) advice
- Yes
- Register status
- Current
About Julia Louise McCullagh
Julia Louise McCullagh is a financial adviser in North Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000412494.
Julia provides advice as an authorised representative of BW Capital Pty Ltd, which holds Australian financial services licence 221409. The current authorisation started on 28 April 2017.
According to the register, Julia first provided financial advice in 2002. Qualifications and training on file include Bachelor of Commerce (Sydney University, 1997), Graduate Diploma in Financial Planning (Securities Institute of Australia, 2000) and CA Program (Institute of Chartered Accountants, 2001). Julia is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Services Institute of Australasia (FINSIA).
Julia is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Julia Louise McCullagh a registered financial adviser?
Yes. Julia Louise McCullagh is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000412494.
Which licensee does Julia Louise McCullagh work under?
BW Capital Pty Ltd, Australian financial services licence 221409.
What can Julia Louise McCullagh give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; derivatives; foreign exchange contracts.