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

Level 1, 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

5.00
3 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—3 of 3

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5.00

"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."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Wills & Estates

Qualifications & Training

Master of Applied Finance

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2018

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2002

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
International Institute of Technology (IIT)
Completed
2015

Graduate Diploma of Applied Finance

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2012

Bachelor of Business

Level
7 - Bachelor Degree
Institution
University of Technology Sydney (UTS)
Completed
1995

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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