Jules Knox

Tailor-Made Financial Services

Platinum

15 Yrs Experience

Milton, NSW 2538

About Jules
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

I have over 15 years of experience in financial advice and I’m passionate about helping clients navigate financial complexity and build long term wealth with clarity, confidence and purpose.

I began my career in banking while completing my studies, before moving into business ownership and later establishing my own financial advice practice in 2011. I went on to build a successful Sydney-based advisory business, working closely with clients to simplify complex financial decisions and implement practical strategies aligned to their goals. I enjoy helping clients achieve financial security through clear, structured advice. My approach is holistic—bringing together investment advice, debt strategies, superannuation and retirement planning to deliver better overall outcomes.

I’ve recently made the move to the South Coast and am enjoying being back by the beach after growing up in Wollongong, raising my two sons in the Sutherland Shire, and spending several years living in Canberra. I have also served as a board member for Project Independence, a charity supporting people with intellectual disabilities into home ownership. Outside of work, I enjoy golf, pickleball, bike riding, paddleboarding, beach walks, cooking, and spending time with my family and our Weimaraner, Ollie.

I have worked in the financial services industry since 1994, and my qualifications include:

Bachelor of Commerce with Merit (Accounting & Economics)
Master of Management
Diploma of Financial Planning
Certificate of Margin Lending
Certificate of ASX Securities
Certificate of Self Managed Superannuation Funds
Certificate IV in Financial Services (Finance/Mortgage Broking)
Certificate IV in Property Services (Real Estate)
Ethics & Professionalism in Financial Advice
FASEA Financial Adviser Exam

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Shares & Investments
Property Investment
Cashflow & Income
Borrowing
Growing Assets
Budgeting

Complimentary phone call. If you have questions and wish to speak to one of our Advisers before booking a meeting, we can arrange a complimentary phone call – just call us on 02 4455 7800.

4.75 October 2019

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.

5.00 July 2019

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

4.75 June 2019

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.

5.00 June 2019

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.

5.00 May 2019

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.