Authorised Representative No. 1307971
Memberships & Qualifications:
Julian began his financial services career in an entry-level position and has since progressed through the ranks to become an accomplished Financial Adviser and Practitioner Member of the Financial Advice Association of Australia (FAAA). His comprehensive experience across multiple roles has given him a thorough understanding of the complexities of the industry. Julian is passionate about empowering clients to increase their financial confidence and refine their investment strategies. He firmly believes that everyone should be afforded the opportunity to attain financial security and enjoy a comfortable life.
Having completed a Bachelor of Commerce in Financial Planning and Economics, Julian prides himself on his high level of financial literacy and deep understanding of economic cycles. He engages his comprehensive financial planning and economic theory knowledge, with effective communication skills – to help clients navigate the intricacies of complex processes and decisions.
Well-regarded for his personable nature and high emotional intelligence, Julian thrives in nurturing meaningful relationships with his clients. His strong work ethic and genuine commitment to achieve the best outcomes for his clients, make him a valuable asset to the Clear Sky Advice Team.
Outside of his professional endeavours, Julian advocates for a balanced lifestyle. He prioritises regular exercise (usually participating in a range of outdoor activities), with healthy eating – as a way to stay energised and focused. Furthermore, Julian values spending quality time with family and friends. By fostering connections with loved ones and his community, Julian enriches his life and maintains a positive outlook.