Associate Adviser
Starting his career in a client service team three years ago while studying, Julian moved into Paraplanning before taking the leap to start working in an Associate Advisory role.
He recently completed his Bachelor of Business in Financial Planning and has begun his professional year to become an adviser.
Julian brings a unique perspective and contagious enthusiasm to our team and his clients, along with a strong dedication to providing quality and personalised financial advice to his clients.
“In my role, I love that I get to assist in helping clients achieve their goals and give them comfort in knowing that they can comfortably retire.”
Julian enjoys working with his inspiring colleagues at First Financial and appreciates the support he receives from his peers and clients daily. “The people I work with are great. It’s a friendly and social environment.”
Julian brings a unique skill set to the table, guiding his clients through turbulent financial phases to reach a place where they feel comfortable about their future.
“I have over 12 years of customer service experience. I have a broad knowledge of the financial planning industry through experience that I have gained while studying and working at the same time.”
When Julian is not at work, he enjoys supporting sports – such as golf and football – and also playing the guitar.
Advisor Financial Services Guide
