Julie Schafer-Evans

Es&A Financial Services

4.20
5 Reviews
Gold
17 Yrs Experience
Buderim, QLD 4556

Wealth, Investing and Finance are not just different words for making money. They are the tools used to create the resources you will need to be able to do the things in life that you want to do. Even successful business people often overlook the subtle benefits of passive investment – this is the area where we shine. No matter who you are we see you as the seed to what you will become.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.20
  • Number of reviews 5
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Es&A Financial Services

108 Stringybark Road
Buderim, QLD 4556

Opening hours

  • 9:00am – 5:00pm Monday, Wednesday, Friday
  • 9:00am – 7:00pm Tuesday, Thursday

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323