Julie Sherwood

Principal-Financial Services

Julie is a financial planner with over 20 years of experience. She holds a Diploma of Financial planning from Deakin University and a Diploma in Financial Services. She is a member of the Financial Advice Association of Australia (FAAA) and the Self-Managed Super Fund association (SMSF). 

Julie is known for her strategic planning skills specialising in wealth creation and wealth protection, portfolio construction, advice on Superannuation and retirement planning, as well as Self-Managed Super funds (SMSF) and Aged Care Strategies.

In addition to her financial expertise, Julie has a unique talent-she can do handstands! Her dedication to maintaining a healthy lifestyle can be seen in all aspects of her life.

When she is not busy helping her clients, Julie enjoys exploring the world, with The Maldives being her favourite holiday destination.

Representative (number 335525)

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