Julian Raymond McBean
Financial Adviser in Lutwyche, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002616
- Location
- Lutwyche QLD 4030
- Licensee
- KDM Financial and Estate Planning Pty Ltd (AFSL 516642)
- Authorised since
- 1 March 2022
- First provided advice
- 2011
- Qualifications
- Diploma Financial Planning FNS50804, Kaplan Australia (2011); Advanced Diploma of Financial Planning, Kaplan Australia (2016); Certified Financial Planner (CFP), Financial Planning Association (FPA) (2019); Graduate Diploma of Financial Planning, Kaplan Professional (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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Julian Raymond McBean
On the Financial Advisers Register kept by ASIC, Julian Raymond McBean appears as a current financial adviser in Lutwyche, Queensland, adviser number 001002616.
The licensee Julian advises under is KDM Financial and Estate Planning Pty Ltd (AFS licence 516642). The current authorisation started on 1 March 2022.
The register records 2011 as the year Julian first provided financial advice. The qualifications listed for Julian include Diploma Financial Planning FNS50804 (Kaplan Australia, 2011), Advanced Diploma of Financial Planning (Kaplan Australia, 2016) and Certified Financial Planner (CFP) (Financial Planning Association (FPA), 2019). Julian is recorded as a member of 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 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 Raymond McBean a registered financial adviser?
Yes. Julian Raymond McBean is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002616.
Which licensee does Julian Raymond McBean work under?
KDM Financial and Estate Planning Pty Ltd, Australian financial services licence 516642.
What can Julian Raymond McBean 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.