Meet Julie

I have attained a Bachelor Degree of Arts and Social Sciences and a Post-Graduate Degree of Education. Following this pathway, I pursued a career as a Primary School Teacher from 2003 to 2008, and then took a career break to start a family.

In July 2012, I joined the team at AMEGA Financial Solutions as an Administration officer.  As my knowledge and passion grew for the Financial Planning industry, I was fortunate to move into the role of AMEGA’s Compliance Officer.

Just like our dynamic industry my role is always adapting, and I have now taken on the role as the Client Relationship Manager. My role is to ensure that we maintain and exceed our client’s expectations.

Outside of work, I love spending time with my family, reading and travelling!

 

We can guide you in the right direction...

Life is unpredictable. If you don’t have a financial plan in place or your current plan no longer matches your circumstances, AMEGA Financial Solutions can guide you back on track to realising your goals. No matter what stage you are at in your life, our team can step in and sort out your financial affairs to ensure you are taking advantage of all the opportunities that come your way and have financial security.

Quick tips & Advice

What are super contributions?

What is an allocated pension?

What is personal financial advice?

What is an offset account?

ASCK Pty Ltd (ACN 105 450 566), trading as AMEGA Financial Solutions is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited Australian Financial Services Licensee and Australian Credit Licensee 232 706. General advice warning: This website contains general information only. It does not take into account your objectives, financial situation or needs. Please consider the appropriateness of the information in light of your personal circumstances.

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