While new to the 5 Financial team, Julia brings close to five years of industry experience. She enjoys being part of meaningful work, helping clients move closer to their financial goals by supporting the advisers and the broader client service team.
Julia particularly values the collaborative environment at 5 Financial and the opportunities it provides for both personal and professional growth. She also has a strong interest in supporting clients with financial planning for aged care and investments.
Julia holds a Certificate in Business Administration and a Bachelor of Applied Commerce, majoring in Financial Planning (TAFE).
Outside of work, you might find Julia diving in tropical destinations – she holds her own scuba licence. She also enjoys spending time with her family and new puppy.
Julia brings a steady, organised approach to her role, which helps keep the client experience running smoothly from start to finish. She understands that good advice depends on more than the final recommendation — it also relies on clear communication, careful follow-through and making sure clients feel supported throughout the process.
She enjoys being involved in the practical side of advice delivery, where small details can make a big difference. Whether she is helping coordinate next steps, checking information, or keeping things moving behind the scenes, Julia takes pride in making the process easier for both clients and the team.
As she continues to grow with 5 Financial, Julia is keen to deepen her knowledge across different areas of financial planning and client care. She values the chance to learn from experienced advisers, contribute to meaningful work, and support clients as they make informed decisions about their future.
Her calm and considered nature also comes through outside the office. Whether she is preparing for a dive, planning time with family, or enjoying life with her new puppy, Julia likes to stay curious, active and open to new experiences. She brings that same thoughtful attitude into her work each day, helping her build trust with colleagues and clients alike.