Julie Ellen Schafer-Evans
Financial Adviser in Buderim, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000293818
- Location
- Buderim QLD 4556
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 13 February 2025
- First provided advice
- 2005
- Qualifications
- Master of Applied Finance, University of Sydney (2005); RG146 Margin Lending, MLC ThreeSixty (2010); Self Managed Superannuation Funds Course, Super Concepts (University of Adelaide) (2025)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Julie Ellen Schafer-Evans
On the Financial Advisers Register kept by ASIC, Julie Ellen Schafer-Evans appears as a current financial adviser in Buderim, Queensland, adviser number 000293818.
Julie provides advice as an authorised representative of Alliance Wealth Pty Ltd, which holds Australian financial services licence 449221. The current authorisation started on 13 February 2025.
According to the register, Julie first provided financial advice in 2005. The qualifications listed for Julie include Master of Applied Finance (University of Sydney, 2005), RG146 Margin Lending (MLC ThreeSixty, 2010) and Self Managed Superannuation Funds Course (Super Concepts (University of Adelaide), 2025). 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 retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Julie Ellen Schafer-Evans a registered financial adviser?
Yes. Julie Ellen Schafer-Evans is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000293818.
Which licensee does Julie Ellen Schafer-Evans work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Julie Ellen Schafer-Evans give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; retirement savings accounts.