Julie Adams
Financial Adviser in Tamworth, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000258456
- Location
- Tamworth NSW 2340
- Licensee
- Industry Fund Services Limited (AFSL 232514)
- Authorised since
- 24 October 2022
- First provided advice
- 2006
- Qualifications
- Bachelor of Economics, University of New England (1995); Graduate Diploma in Financial Planning, University of the Sunshine Coast (2006); Tier 2 Compliance Solution, Kaplan (2012); Ethics and Professionalism in Financial Advice, Kaplan (2019); Commercial Law, Kaplan Professional (2025)
- 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
- Restriction
- excluding self-managed super funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Julie Adams
Julie Adams is a financial adviser in Tamworth, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000258456.
Advice is given under the Australian financial services licence of Industry Fund Services Limited, licence number 232514. The current authorisation started on 24 October 2022.
The register records 2006 as the year Julie first provided financial advice. The qualifications listed for Julie include Bachelor of Economics (University of New England, 1995), Graduate Diploma in Financial Planning (University of the Sunshine Coast, 2006) and Tier 2 Compliance Solution (Kaplan, 2012). Julie is recorded as a member of 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 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “excluding self-managed super funds.”
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Questions people ask
Is Julie Adams a registered financial adviser?
Yes. Julie Adams is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000258456.
Which licensee does Julie Adams work under?
Industry Fund Services Limited, Australian financial services licence 232514.
What can Julie Adams 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. It also records this restriction: "excluding self-managed super funds."