Being a point of contact to assist clients with their financial objectives for all stages of life. It’s a long term relationship we build together as needs change over time.
- Barwon Heads
Qualifications: I have a Bachelor of Arts (Education) and Commerce Degree (Bachelor of Commerce) with a major in Law and became a Certified Financial Planning CFP in 2003.
Professional Memberships: Financial Planning Association
Areas of Expertise: Insurance Investments Retirement Self Managed Super Fund Superannuation Debt Cash flow management Direct equities Estate planning
Julie’s Client Relationships:
We are very satisfied with ALL the advice over all these years, you have provided us with, It has really been beneficial to us. We believe we have all become friends along our journey, And wish you And PFG every success for the future! – Margaret and Noel McDonald
“We need a financial planner we can trust. We need one who’s up-to-date with super law. We need one who knows us well enough to know our best interests. We’ve been with the company for 20 years – Julie for more than 10. We wouldn’t trust anyone else” – Denise and Stewart Jackel – Coburg