Andrew Julius

Aviemore Financial

5.00
3 Reviews
Silver
7 Yrs Experience
Mona Vale, NSW 2103

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.

Expertise

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

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Aviemore Financial

14 Bungan St
Mona Vale, NSW 2103

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Advice Evolution

AFSL 342880