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.