Juliette Anne Krowitz
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000304777
- Location
- Sydney NSW 2000
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 14 October 2022
- First provided advice
- 2005
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional Education (2010)
- 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 Juliette Anne Krowitz
Juliette Anne Krowitz is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000304777.
Juliette provides advice as an authorised representative of Matrix Planning Solutions Limited, which holds Australian financial services licence 238256. That authorisation dates from 14 October 2022.
According to the register, Juliette first provided financial advice in 2005. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Professional Education, 2010).
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.
A further restriction is recorded on the register: “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 Juliette Anne Krowitz a registered financial adviser?
Yes. Juliette Anne Krowitz is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000304777.
Which licensee does Juliette Anne Krowitz work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Juliette Anne Krowitz 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."