Julie Sherwood

Principal Financial Services

Meet Julie, our specialist advisor who joined the team in 2011 and puts people before profits. With over 20 years of experience in financial services, Julie is an industry professional, staying up-to-date with the latest legislation and budget changes. She's your go-to for strategic wealth creation and protection, superannuation, retirement planning, SMSFs, and aged care strategies(RAD & DAP). Julie has a wealth of experience, having worked with top financial institutions and brings this expertise to each client.

As your life changes, so do your financial goals. Julie will be your champion, providing invaluable insights and understanding the challenges of the local community. Julie is authorised by Forsyths to advise retail and wholesale clients and is a member of the Financial Planning Association of Australia and the Self-Managed Super Fund Association. 

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