Jules Knox

Evalesco Financial Services Pty Ltd

Platinum
11 Yrs Experience
Sydney, NSW 2000
I did most of my growing up in the beautiful seaside town of Wollongong, before commencing my career with St George Bank (where I met my husband while The Cockroaches, aka The Wiggles, were playing at St George Leagues club!) Not long after I moved to the Sutherland Shire, where we now live with our two teenage boys, as well as Ollie our Weimaraner dog and Misty our Burmese cat! I'm one of those people who likes to take it all on, and I'm constantly striving to be the best I can be. Although I don't consider myself competitive and don't really like the limelight, I believe that if I do my job well and help others achieve their goals, then my own success will follow. Throughout my life I have learned that only so much can be achieved without having a plan. Various roles in my career, including running my own small businesses, have taught me that our ability to achieve our goals is often directly impacted by effective goal setting and planning. But I've also learned to accept that things don't always go to plan, and that we usually can't be truly successful unless we have the support of the right team behind us. I am truly happy when I am helping people, and am grateful that my role provides the fulfilment that comes with sharing in the success of others.

Expertise

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

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 21
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Evalesco Financial Services Pty Ltd

Suite17.03, Level 17, 20 Bond St
Sydney, NSW 2000

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Australian Advice Network Pty Ltd

AFSL 472901

4.95
21 Reviews
5
4
3
2
1
5.00
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 21

Sort by

4.75

"Jules has helped me put a financial plan in place that I'm confident will meet my goals. Her professionalism and service focus (along with all her team) assures me I've made the right choice and I would highly recommend her to others."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jules has given me advice in areas including Loan Products, Super Fund and Insurance. Jules was usually able to explain things to me in a clear way. Through Jules's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Jules's full care and attention when I needed"

  • Superannuation
  • Insurance Protection
  • Margin Lending
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Jules has provided my husband and I a financial plan that has exceeded our expectations. Her knowledge in managing debt, loans and superannuation has meant that she has been able to see opportunities in our financial situation that we would never been able to see. We feel very confident in our dealings with Jules, she is authentic and professional and we know she has our best interests as a priority."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jules has advised my husband and I on refinancing our mortgage, consolidating debts, setting up an investment portfolio, superannuation, insurance and overall budgeting and planning our future. Jules always explains things in an easy to understand way. Her overall knowledge and industry experience is invaluable, and we are completely confident in the advice that she gives us. I always feel that she has our best interests at the heart of all she does. I would highly recommend Jules services to all family and friends."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have 100% confidence in Jules’ advice. She effortlessly has everything under control, has such a wide breadth of knowledge, is highly responsive, and has a genuine care for her clients. She has an uncanny ability to be amazing with figures and fabulous with people too. As a client you could be forgiven for thinking that you are Jules’ only client (which I know I’m not) - that’s how special she makes me feel. Working with Jules has helped turn me in to someone who’s actually interested in numbers and my financial future, rather than someone whose eyes glaze over at the mention of superannuation. My financial comfort comes from knowing that we have Jules on our side."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jules has been my advisor for a number of years now. She is fantastic and has helped me with budgeting, retirement planning, mortgage advice, shares and mixed portfolio advice, insurance and super. Jules is a total professional and is always chasing the best offer that’s right for me, not for her profit and I really value that. Recently my husband and I have joined our finances and Jules and the team have done a great job of reducing our costs but improving our overall position on investments and insurance policies. Very responsive to all of my queries and I’ve recommended Jules to several friends who have also been very happy with her service."

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jules provided a holistic review and clear direction on our wealth creation strategy. Her breadth of knowledge and enthusiasm fir the subject was clear from Day 1."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jules has become a very trusted partner in our family finances. Whether we are purchasing big ticket items like cars, boats & houses or restructuring finance, superannuation & insurances - Jules is always consulted and her advice is golden. Having been with Jules over the past 8 years, financially we are moving ahead and achieving our goals. Jules has many times helped us at very short notice when we have purchased boats and houses and we have received first class service from her. I recently had a health scare and was unable to work for 12 months and thanks to Jules we had great income protection insurance, which saw us through this scary time in our lives. Jules organised all the paperwork for the income protection claim seamlessly and we had money coming in straight away. She is an amazing, talented & caring person who we highly recommend to all our friends for financial advice."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jules has been a fantastic support to help me return my finances after a period of living overseas. Jules has been able to advise me through purchasing of investment properties, guided me through home loans, insurances and also banking regulations to set up my accounts and my taxation in a way that benefits me. I have referred several friends and colleagues to work with Jules and her team and they are also singing her praises. Jules is always available and willing to give me detail and comprehensive data to support and decisions we make."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Julie Anne helped us with our investment strategies. She also looked after our refinancing to get a better deal as well as our superannuation needs. Julie Anne was always available if we had any questions and her information was always clear and easy to understand."

  • Superannuation
  • Insurance Protection
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 21

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Wollongong (UOW)
Completed
1997

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2011

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Australian Securities Exchange Securities

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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