Julian McGoldrick
Financial Adviser in Thornleigh, New South Wales, Australia
Review Julian McGoldrick
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000262098
- Location
- Thornleigh NSW 2120
- Licensee
- Knox Wealth Management Pty Ltd (AFSL 513763)
- Authorised since
- 3 July 2019
- First provided advice
- 1999
- Qualifications
- Diploma, Deakin University (2002)
- 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, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Julian McGoldrick
On the Financial Advisers Register kept by ASIC, Julian McGoldrick appears as a current financial adviser in Thornleigh, New South Wales, adviser number 000262098.
Julian provides advice as an authorised representative of Knox Wealth Management Pty Ltd, which holds Australian financial services licence 513763. The current authorisation started on 3 July 2019.
According to the register, Julian first provided financial advice in 1999. Qualifications and training on file include Diploma (Deakin University, 2002). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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.
Reviews
Nobody has reviewed Julian McGoldrick here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Julian McGoldrick a registered financial adviser?
Yes. Julian McGoldrick is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000262098.
Which licensee does Julian McGoldrick work under?
Knox Wealth Management Pty Ltd, Australian financial services licence 513763.
What can Julian McGoldrick 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; derivatives.