Certified Financial Planner®
Julia holds a Bachelor of Business degree, and has completed the Advanced Diploma of Financial Planning. She has also achieved the CERTIFIED FINANCIAL PLANNER® certification, a standard recognised internationally.
- Investment Advisor, Creative Financial Group
- Financial Planner, United Capital
With a decade of experience in financial and investment markets, and having worked in wealth management in both a boutique financial planning firm and a large investment bank, Julia joined Annuity Strategic in 2008.
Julia has a particular interest in providing tailored financial and investment advice to help clients build passive income streams to meet their retirement income objectives.