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Julie Irving

Dmg Financial Planning

Gold
16 Yrs Experience
Sale, VIC 3850

I have been a Financial Planner for over 15 years and have developed lasting and trusted relationships with my clients. My passion is assisting Senior Australians to remain independent by providing investment advice appropriate for each stage of their retirement and helping them access care so they can remain at home for as long as possible. When the time comes to transition into Permanent Residential Aged Care, we have a range of services that assist our clients and their families to make complex financial decisions, relieve them of the paperwork and steer them through the process over a 12-month service period.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2008
  • Years of experience 16
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Dmg Financial Planning

67-71 Foster Street
Sale, VIC 3850

Licensed by

Dmg Financial Planning

AFSL 238354