Julian Coleman
WEALTH PARTNER 6 PTY LTD · Neutral Bay NSW 2089 · Advising since 2007
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000412674
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by (current)
- CWP1 LICENSEE SERVICES PTY LTD · AFSL 700360Through authorised representative WEALTH PARTNER 6 PTY LTD (no. 001297833)Since 17 July 2026AFSL LICENSEE PTY. LTD. · AFSL 518453Through authorised representative WEALTH PARTNER 6 PTY LTD (no. 001297833)Since 1 July 2022
- Principal business address
- Neutral Bay NSW 2089
- First year providing advice
- 2007
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed discretionary account (MDA) services
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTJul 2026 – presentCWP1 LICENSEE SERVICES PTY LTD · AFSL 700360Through authorised representative WEALTH PARTNER 6 PTY LTD (no. 001297833)
- CURRENTJul 2022 – presentAFSL LICENSEE PTY. LTD. · AFSL 518453Through authorised representative WEALTH PARTNER 6 PTY LTD (no. 001297833)
- CEASEDJul 2016 – May 2022PRAESCIUS FINANCIAL HOLDINGS PTY LTD · AFSL 486455
- CEASEDSep 2014 – Jul 2016GPL (VIC) PTY LTD · AFSL 230690
- CEASEDOct 2011 – Mar 2013TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD · AFSL 224954
- CEASEDJul 2009 – Dec 2010INSIGNIA PLATFORMS PTY LTD · AFSL 310487Through authorised representative JULIAN GRANT COLEMAN (no. 000299744)
- CEASEDJul 2007 – Jun 2009COMMONWEALTH FINANCIAL PLANNING LIMITED · AFSL 231139Through authorised representative JULIAN GRANT COLEMAN (no. 000299744)
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Graduate Diploma - Financial Planning
Kaplan · 2022 · Graduate Diploma (AQF 8)
Advanced Diploma - Financial Planning
Kaplan · 2016 · Advanced Diploma (AQF 6)
Diploma - Financial Planning
Kaplan · 2014
Diploma - Financial Planning
Training Australia · 2000
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Julian Coleman claims the profile.
Reviews
Not yet reviewed
No client has reviewed Julian Coleman on Souffle yet.
Contacting Julian Coleman
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
WEALTH PARTNER 6 PTY LTD
Authorised by CWP1 LICENSEE SERVICES PTY LTD · AFSL 700360
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
Once Julian Coleman claims this profile, their own contact options can appear here.
Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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