Financial Planner Profile
Julian Wilson
Julian has been working in the Financial Services Industry for over 20 years across a number of Hedge Funds and Financial Institutions in Sydney, London and New York.
His passion for facilitating his clients in achieving financial success is unparalleled. Today, his focus is on helping Australians, from all walks of life, reach a better and more comfortable retirement.
When not in the office, Julian likes spending time with his family and friends. He enjoys sports such as soccer and tennis, listening to music as well as travelling across the globe.
“Julian’s passion for facilitating his clients in achieving financial success is unparalleled.”
Documents:
- Financial Services Guide
- Budget Template
Financial Planning Services:
- Personal Superannuation advice
- Self Managed Super Funds
- Wealth Management & Non-Super Investment advice
- Personal Protection (Life, Total & Permanent Disablement, Trauma & Income Protection covers)
- Business Life Insurance (Key Person, Business Expenses, Buy/Sell)
- Taking a redundancy
- Inheritance
- Family matters
- Gearing advice through Margin Lending strategies
- Debt Management
- Estate Planning
- Cash Flow Management
- Pre Retirement and Retirement Planning
- Centrelink Benefit Strategies
- Estate planning
- Relationship breakdown