Julian Gillmore
Financial Adviser in Port Macquarie, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004831
- Location
- Port Macquarie NSW 2444
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 1 July 2022
- First provided advice
- 2013
- Qualifications
- Foundations of Law LEGL1001, University of Newcastle (2006); Taxation BLW22, Curtin University (2008); Bachelor of Commerce (Finance), The University of Newcastle Australia (2011); Diploma of Financial Planning, Kaplan Professional (2013); Accredited Listed Product Adviser Program, Kaplan Professional (2022); SMSF Knowledge, Monarch (2022); Graduate Diploma of Financial Planning, Kaplan Professional (2025)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Julian Gillmore
Julian Gillmore is a financial adviser in Port Macquarie, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001004831.
The licensee Julian advises under is Capstone Financial Planning Pty Ltd (AFS licence 223135). The current authorisation started on 1 July 2022.
The register records 2013 as the year Julian first provided financial advice. Qualifications and training on file include Foundations of Law LEGL1001 (University of Newcastle, 2006), Taxation BLW22 (Curtin University, 2008) and Bachelor of Commerce (Finance) (The University of Newcastle Australia, 2011).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 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 Gillmore a registered financial adviser?
Yes. Julian Gillmore is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004831.
Which licensee does Julian Gillmore work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Julian Gillmore 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; standard margin lending.