Julie Windebank
Financial Adviser in Balcatta, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000277920
- Location
- Balcatta WA 6021
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 1 August 2023
- First provided advice
- 2005
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Tribeca Learning (2007); Fellow Chartered Financial Practitioner, Asia Pacific Financial Services Associataion (2018)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.
- Tax (financial) advice
- Yes
- Register status
- Current
About Julie Windebank
Julie Windebank is a financial adviser in Balcatta, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000277920.
The licensee Julie advises under is Matrix Planning Solutions Limited (AFS licence 238256). That authorisation dates from 1 August 2023.
According to the register, Julie first provided financial advice in 2005. The qualifications listed for Julie include Advanced Diploma of Financial Services (Financial Planning) (Tribeca Learning, 2007) and Fellow Chartered Financial Practitioner (Asia Pacific Financial Services Associataion, 2018). Julie is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.”
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Questions people ask
Is Julie Windebank a registered financial adviser?
Yes. Julie Windebank is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000277920.
Which licensee does Julie Windebank work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Julie Windebank give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF."