MenuJulie Knox
About Me
I have been working in the financial services industry since 1994 and first became a financial adviser in 2011. As a Wealth Solutions Partner for Findex, I enjoy getting to know clients and their aspirations, embracing a holistic approach in meeting their advice needs, and tailoring strategies that empower clients to achieve their goals.
Areas of Focus
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Wealth management
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Years of Experience 13 Years -
Licensed By Findex Advice Services Pty Ltd
