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Julie Logan

About Me

I have been providing advice to clients since 1987 and am passionate about helping clients make good decisions to enable them to plan to enjoy their lifestyle

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Retirement
  • SMSF
  • Superannuation
  • Tax strategies
  • Wealth management
  • Years of Experience
    Years of Experience 37 Years

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  • CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP flame logo are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial Advice Association of Australia Limited (FAAA) is the marks licensing authority for the CFP marks in Australia, through agreement with the FPSB.

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