Julie Nipperess
About Me
I have been working in financial services since the year 2000 and have extensive experience in assisting clients to build and maintain investment property portfolios, in the banking sector- in residential mortgage lending, financial planning and a number of years as the local Westpac Bank Manager in Orange. I moved into private practice in 2016, and secured my own Australian Financial Services Licence, with my own company, Step Up Financial Group Pty Ltd, in 2018. I am passionate about my profession and assisting my clients to consistently grow their financial positions - so they can achieve their hopes and dreams!
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
-
Years of Experience 13 Years
-
Licensed By Step Up Financial Group Pty. Ltd.