Andrew Julius

Aviemore Financial Pty Ltd

Gold

9 Yrs Experience

Newport, NSW 2106

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Aviemore Financial is a non-institutionally owned, client centric, fee for service boutique wealth management and advisory firm based on Sydney's Northern Beaches. We create a personalised wealth management strategy for each client, based on a detailed understanding of their specific situation, personal objectives and wealth accumulation aspirations. You gain access to advice, insights and experiences honed over many years of looking after the needs of private clients and their families.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Tax Strategies
Growing Assets

5.00 October 2023

We can’t express our genuine thanks and gratitude to Andrew Julius from Aviemore Financial whose expert knowledge and genuine interest and concern in achieving the best outcomes for us have been exceptional. The fact that Andrew is one of the nicest people we know is just a bonus. His professionalism, knowledge and absolute integrity is why we have no hesitation in recommending him so highly.

5.00 July 2023

Andrew was very patient due to my lack of understanding on financial planning particularly around superannuation and tax. He explained my options and strategy in a clear and concise manner.

5.00 July 2023

Andrew is very knowledgeable, friendly and helpful. It's always a pleasure to deal with him, and I always leave with the certainty of receiving the best advice. I thoroughly recommend Andrew and I thank him for his invaluable support.

5.00 September 2022

Andrew I have found to be reliable, honest, and I consider him as a friend. I would highly recommend Andrew to anyone who is seeking unbiased advice that is focused on your needs.

5.00 September 2022

We were so impressed with his advice and honesty in all aspects. Very knowledgeable, in a most friendly way, and always felt comfortable in any advice that he gave us. He did not ever hesitate to answer any enquiries about our investments in a very professional manner. Most impressed.

Adviser status Gold
Rating 5.00
Number of reviews 8
First year providing advice 2015
Years of experience 9
Highest qualification
- Master of Applied Finance
Language spoken
- English

Aviemore Financial Pty Ltd

Level 1, 341 Barrenjoey Rd
Newport, NSW 2106

Level 5, 20 Bond St
Sydney, NSW 2000

8:30am – 5:00pm Monday – Friday

Advice Evolution

AFSL 342880

Andrew Julius

Aviemore Financial Pty Ltd

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Aviemore Financial Pty Ltd

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