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.
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.
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.
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.
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.
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
- Number of reviews 8
- First year providing advice 2015
- Years of experience 8
- Master of Applied Finance
Aviemore Financial Pty LtdLevel 1, 341 Barrenjoey Rd
Newport, NSW 2106 Level 5, 20 Bond St
Sydney, NSW 2000
- 8:30am – 5:00pm Monday – Friday