Julie Irving CFP®
About Me
I focus on retirement, Centrelink and Residential Aged Care advice for senior Australians. As a Senior myself, I feel very comfortable with people in their 70's and over and because they are the same generation of teachers, doctors, nurses, neighbours and church community that nurtured me and my community, it is an honour to assist them in their time of need.
Our services recognize that it is a challenging time to be a senior because although everything is moving on-line, seniors often missed out on the skills they needed because they left the workplace many years ago. I want to provide services for seniors so they can get on with life and enjoy this time of their lives.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Retirement
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Degree
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Years of Experience 17 Years
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Licensed By Dmg Financial Planning Pty Ltd