Julie Maree Penfold
Financial Adviser in Torquay, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000264231
- Location
- Torquay VIC 3228
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 24 November 2015
- First provided advice
- 2002
- Qualifications
- Bachelor of Arts in Education, Deakin University (1996); Bachelor of Commerce, Deakin University (1997); 8 unit Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2003); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2006); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2010); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2015); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2022)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Julie Maree Penfold
Julie Maree Penfold is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Torquay, Victoria (adviser number 000264231).
The licensee Julie advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). The current authorisation started on 24 November 2015.
The register records 2002 as the year Julie first provided financial advice. Qualifications and training on file include Bachelor of Arts in Education (Deakin University, 1996), Bachelor of Commerce (Deakin University, 1997) and 8 unit Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2003).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Julie Maree Penfold a registered financial adviser?
Yes. Julie Maree Penfold is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000264231.
Which licensee does Julie Maree Penfold work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Julie Maree Penfold 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."