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.
I found Andrew Julius from PSK to be highly professional and his attention to detail particularly impressed me. He researched our personal family circumstances and provided us with a well-rounded, competitive solution to our critical family insurance through our SMSF. His integrity is unquestionable and I would recommend Andrew to anyone seeking a passionate, friendly and professional approach to financial advice.
Andrew has provided me and my wife with sound advice and practical ways to build our super to a level where we will be able to live in some comfort and stability in our future years. He has a strong financial knowledge and has provided down to earth service with advice that is easy to understand for which we are very thankful.
Andrew has made us feel comfortable from the outset, keeping our best interests in mind at every stage of the process. He listens, answers our questions promptly and has explained, and put in place strategies that we can seeing consistently working for us. We have no question in highly recommending Andrew
- Adviser status Silver
- Number of reviews 3
- First year providing advice 2015
- Years of experience 7
- Master of Applied Finance
Aviemore Financial14 Bungan St
Mona Vale, NSW 2103
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call