Julie-Ann Dougherty
SKYBRIDGE PORTFOLIOS PTY LTD · Yamba NSW 2464 · Advising since 2007
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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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
- 000298201
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- SKYBRIDGE PORTFOLIOS PTY LTD · AFSL 407092Since 3 May 2021
- Principal business address
- Yamba NSW 2464
- First year providing advice
- 2007
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- 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 investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- 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.
- CURRENTMay 2021 – presentSKYBRIDGE PORTFOLIOS PTY LTD · AFSL 407092
- CEASEDJun 2013 – Apr 2021PROFESSIONAL INVESTMENT SERVICES PTY LTD · AFSL 234951
- CEASEDNov 2011 – Jun 2013BUSINESS & ESTATE PLANNING SPECIALISTS HOLDINGS PTY LTD · AFSL 379410
- CEASEDSep 2007 – Oct 2011PROFESSIONAL INVESTMENT SERVICES PTY LTD · AFSL 234951
- CEASEDFeb 2006 – Sep 2007PROFESSIONAL INVESTMENT SERVICES PTY LTD · AFSL 234951
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
Diploma of Financial Services (FP)
Kaplan · 2011
ASX Securities
Kaplan · 2009
Self Managed Super Fund Course
Financial Essentials · 2007
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 Julie-Ann Dougherty claims the profile.
Reviews
Not yet reviewed
No client has reviewed Julie-Ann Dougherty on Souffle yet.
Contacting Julie-Ann Dougherty
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
SKYBRIDGE PORTFOLIOS PTY LTD · AFSL 407092
- 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
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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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