Julian Coleman
Financial Adviser in Neutral Bay, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000412674
- Location
- Neutral Bay NSW 2089
- Licensee
- AFSL Licensee Pty. Ltd. (AFSL 518453); CWP1 Licensee Services Pty Ltd (AFSL 700360)
- Authorised since
- 1 July 2022
- First provided advice
- 2007
- Qualifications
- Diploma, Training Australia (2000); Advanced Diploma, Kaplan (2016); Graduate Diploma, Kaplan (2022)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Julian Coleman
Julian Coleman is a financial adviser in Neutral Bay, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000412674.
Julian provides advice as an authorised representative of AFSL Licensee Pty. Ltd., which holds Australian financial services licence 518453. The register also lists CWP1 Licensee Services Pty Ltd (licence 700360). That authorisation dates from 1 July 2022.
According to the register, Julian first provided financial advice in 2007. The qualifications listed for Julian include Diploma (Training Australia, 2000), Advanced Diploma (Kaplan, 2016) and Graduate Diploma (Kaplan, 2022). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Julian is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Julian Coleman a registered financial adviser?
Yes. Julian Coleman is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000412674.
Which licensee does Julian Coleman work under?
AFSL Licensee Pty. Ltd., Australian financial services licence 518453 and CWP1 Licensee Services Pty Ltd, Australian financial services licence 700360.
What can Julian Coleman 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.