- Bachelor of commerce
- Tax Agent
I have worked in the Finance industry for over 20 years. I have a degree in Accountancey and hold both the FCPA and CPA designations. I currently am a senior partner in an Accountancy practice and Financial Planing Practice. My strength is listening to my clients needs and then providing a strategy or solution to meet their objectives. With my Tax and accounting background I can take a “wholistic” approach to providing financial advice. I was born in Cairns, raised and educated in the Illawarra and have worked in the Sutherland Shire. In my spare time (very little after family commitments!) I enjoy playing Golf, tennis and soccer. To relax I love a glass of fine wine, fine cooking and a good book or movie!
I am involved in many charities throughout the Illawarra. I attend many fundraising events and sponsor at least 4 junior/senior soccer clubs. I also volunteer my time and am a committee member in a local soccer club and in Football Southcoast.
Julie's ideas of Financial Freedom
My idea of financial freedom is simply being able to afford the things in life that I need and want! I do not want to worry about money now or ever!