Julie Logan
Financial Adviser in Shellharbour City Centre, New South Wales, Australia
Review Julie Logan
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 number000289388
- Location
- Shellharbour City Centre NSW 2529
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 6 April 2020
- First provided advice
- 1989
- Qualifications
- Bachelor of Commerce (Accountancy/Management), Wollongong University (1986); Diploma of Financial Planning, Financial Planning Association (2000); Provide Advice in Margin Lending, Kaplan Professional (2018)
- 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 Julie Logan
Julie Logan is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Shellharbour City Centre, New South Wales (adviser number 000289388).
The licensee Julie advises under is Lifespan Financial Planning Pty Ltd (AFS licence 229892). The current authorisation started on 6 April 2020.
According to the register, Julie first provided financial advice in 1989. Qualifications and training on file include Bachelor of Commerce (Accountancy/Management) (Wollongong University, 1986), Diploma of Financial Planning (Financial Planning Association, 2000) and Provide Advice in Margin Lending (Kaplan Professional, 2018). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Julie 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.
Reviews
Nobody has reviewed Julie Logan here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Julie Logan a registered financial adviser?
Yes. Julie Logan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000289388.
Which licensee does Julie Logan work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Julie Logan 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.