Julian McBean CFP®

Julian McBean CFP®

KDM Financial and Estate Planning Pty Ltd 1300 73...

About Me

Jules is an experienced financial adviser with over 10 years within the banking and financial services industry.

He provides a very personable, caring, and supportive approach to the relationship with his clients. Jules values the ‘peace-of-mind-factor’ in financial planning, helping to simplify the complexities of financial advice. He gets a real kick out of helping clients work out what they want in life and working together financially to help bring it to reality.

Originally from Melbourne, Jules is married to Sally (firefighter) with 2 young boys, Ross and Murphy. Jules is an avid AFL fan, supporting the Essendon Bombers, and enjoys motorcycle racing and rides on the weekends (if time permits).

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 14 Years
  • Licensed By
    Licensed By Kdm Financial And Estate Planning Pty Ltd
CERTIFIED FINANCIAL PLANNER®