Provisional Adviser No. 1311213

Supervisor: Tomislav Vukovic AR No. 1273105

Qualifications: Bachelor of Business, Majoring in Financial Planning and Taxation

Julie is a dedicated Provisional Financial Adviser who brings a wealth of passion and determination to her role. With a background spanning 15 years in customer-focused roles, Julie has always been driven by a strong desire to help people. Her recent qualification marks a significant milestone in her career, reflecting her commitment to empowering clients to take control of their financial futures.

Julie’s approach is centred on simplifying complex financial concepts for clients, breaking them down into understandable components. She is particularly enthusiastic at explaining tax-effective strategies and their long-term benefits, ensuring clients are well-informed and confident in their financial decisions. Julie’s passion for strategy creation and her exceptional ability to engage with clients enable her to build strong, trusting relationships. A passionate advocate for superannuation, Julie believes in the power of small steps to achieve significant outcomes aiming to deliver outstanding results and make a meaningful impact on her clients’ financial well-being.

Outside of work, Julie is embracing being a mum spending her spare time making memories with her husband and daughter. She loves travelling and exploring new places and enjoys playing netball to stay active.