Julian Prendergast
Financial Adviser
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About
Julian Prendergast is an ASIC-registered financial adviser dedicated to helping clients achieve their financial goals. With a strong educational foundation, including a Bachelor of Agricultural Economics from the University of Sydney and advanced diplomas in financial planning from Kaplan Higher Education, Julian has been providing expert financial advice since 2008. Julian further enhances his expertise with certifications such as Certified Financial Planner (FPA), a Certificate IV in Finance/Mortgage Broking, and ASX Listed Product Accreditation. He is committed to maintaining the highest ethical standards, as evidenced by his completion of FPC002B Ethics and Professionalism in Financial Advice. As a comprehensive financial adviser, Julian is authorised to provide advice on a wide range of financial products, ensuring tailored solutions for his clients. These include superannuation, insurance, wealth management, and retirement planning, along with investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts and government debt securities. Julian leverages his deep knowledge to assist clients in building a secure financial future. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment guidance Ready to take control of your financial future? Contact Julian Prendergast today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Julian Prendergast offer?
Julian Prendergast provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts and government debt securities. He can help you create a tailored plan to achieve your specific financial goals.
What qualifications does Julian Prendergast have?
Julian holds a Bachelor of Agricultural Economics from the University of Sydney, a Diploma and Advanced Diploma of Financial Services (Financial Planning) from Kaplan Higher Education, is a Certified Financial Planner (FPA), and holds a Certificate IV in Financial Services (Finance/Mortgage Broking).
What can I expect during my first meeting with Julian Prendergast?
During your first meeting, Julian will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then explain how he can help you achieve your objectives and outline the next steps in the financial planning process.
How does Julian Prendergast stay up-to-date with the latest financial regulations?
Julian is committed to ongoing professional development and regularly participates in industry training and education to ensure he remains current with all relevant financial regulations and best practices. He also completed FPC002B Ethics and Professionalism in Financial Advice.
Does Julian Prendergast provide advice to self-managed super funds (SMSFs)?
Yes, Julian Prendergast is authorised to provide advice on superannuation, which includes guidance for self-managed super funds (SMSFs). He can assist with establishing, managing, and optimising your SMSF to meet your retirement goals.
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