Julie-Ann Dougherty
Financial Adviser in Yamba, New South Wales, Australia
Review Julie-Ann Dougherty
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 number000298201
- Location
- Yamba NSW 2464
- Licensee
- Skybridge Portfolios Pty Ltd (AFSL 407092)
- Authorised since
- 3 May 2021
- First provided advice
- 2007
- Qualifications
- Self Managed Super Fund Course, Financial Essentials (2007); ASX Securities, Kaplan (2009); Diploma of Financial Services (FP), Kaplan (2011)
- 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 Julie-Ann Dougherty
Julie-Ann Dougherty is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Yamba, New South Wales (adviser number 000298201).
The licensee Julie-Ann advises under is Skybridge Portfolios Pty Ltd (AFS licence 407092). The current authorisation started on 3 May 2021.
According to the register, Julie-Ann first provided financial advice in 2007. The qualifications listed for Julie-Ann include Self Managed Super Fund Course (Financial Essentials, 2007), ASX Securities (Kaplan, 2009) and Diploma of Financial Services (FP) (Kaplan, 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.
Reviews
Nobody has reviewed Julie-Ann Dougherty here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Julie-Ann Dougherty a registered financial adviser?
Yes. Julie-Ann Dougherty is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000298201.
Which licensee does Julie-Ann Dougherty work under?
Skybridge Portfolios Pty Ltd, Australian financial services licence 407092.
What can Julie-Ann Dougherty 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.