Our Team.

Julian Coleman

What started as a keen interest in investing, understanding markets and actively managing my own personal finances, led me to where I find myself today – helping others to achieve both their financial and lifestyle goals.

I see my role as one of simply ‘being there’ for my clients. For me, this means listening to each of them, taking the time to understand their individual circumstances and producing an outcome that adds significant value to their life. In doing this I’ve been able to build strong relationships with my clients over the years and find this to be an incredibly rewarding part of the work I do.

Most importantly, I seek to provide my clients with peace of mind, by equipping them with the strategies they’ll need to achieve their goals and ensuring they stay on track, so that long-term they are provided with the freedom of choice.

I hold an Advanced Diploma in Financial Planning, Self-Managed Superannuation Fund Certificate, Diploma in Real Estate(Dip RE, Licenced), Certificate IV Mortgage Broking, Certificate IV BusinessManagement and am a member of the Financial Planning Association of Australia.


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