Director of BKM Wealth
Julia joined Benjamin King Money Wealth in August 2016 as a Financial Planner responsible for the management and implementation of our financial advice. A Certified Financial Planner with over 11 years’ experience in the Financial Services industry, Julia has detailed technical knowledge of all facets of financial planning across interconnecting disciplines and skill sets. She is an authorised Securitor representative enabling her to provide financial advice on Self-Managed Superannuation Funds. Investment and Life Risk Products and Managed Investment Schemes including Investor Directed Portfolio Services, Margin Lending, Retirement Savings and Securities.Media & TextParagraph
Julia loves working closely with clients to achieve their financial goals and in particular lives by the ‘sleep at night test’ in knowing that everything is looked after. Her love of strategic work and ‘pulling it all together’, not just to meet client needs at various life stages, but also across generations sees her building long term relationships and achieving great outcomes together with her clients. Her commitment to maintaining the highest levels of professional integrity and treating all of her clients with honesty and respect ensure the delivery of the highest quality strategic financial and investment planning advice combined with portfolio management.