Julie is a Professional Financial Adviser, Collaborative Practitioner, Financial Mediator and current Treasurer of AACP. Julie has spent the majority of her career working within the financial arena providing strategic advice, analysis and education. She…
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Julie is a Professional Financial Adviser, Collaborative Practitioner, Financial Mediator and current Treasurer of AACP. Julie has spent the majority of her career working within the financial arena providing strategic advice, analysis and education. She specialises in working with people to ascertain factual financial positions to strategically plot, test and project future financial goals and achievements.
Continued education is a priority for Julie as she believes this ensures her knowledge remains at an optimum level for the benefit of her clients and support to the teams that surround her.
Julie is the principal of both Financial Management Pty Ltd and JGFinancial Pty Ltd. She maintains current professional membership to Financial Planning Association, FINSIA, Institute of Public Accountants, SMSF Association, International Association of Collaborative Professionals , Victorian Association of Collaborative Professionals and Resolution Institute.
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