Paraplanner and Customer Service Officer @ Estate Planners Australia Pty Ltd
Julia Bartolo's Education
Kaplan - Mortgage Broking
Certificate IV Mortgage Broking
2012 - 2012
Kaplan - SMSF
(Self Managed Superannuation Funds)
2011 - 2011
Kaplan - Advance Diploma Financial Planning
(Advanced Diploma of Financial Services (Financial Planning))
Project Management Institute
(Certified Associate in Project Management)
Julia Bartolo's Skills
Strategic Financial Planning
Wealth Management
Retirement Planning
Stakeholder Management
Superannuation
Financial Services
Relationship Management
Financial Risk
Change Management
Process Improvement
Julia Bartolo's Summary
Julia Bartolo, based in Kings Langley, NSW, AU, is currently a Manager, Regulatory Response at AMP, bringing experience from previous roles at AMP. Julia Bartolo holds a 2012 - 2012 Certificate IV Mortgage Broking @ Kaplan - Mortgage Broking. With a robust skill set that includes Strategic Financial Planning, Wealth Management, Retirement Planning, Stakeholder Management, Superannuation and more, Julia Bartolo contributes valuable insights to the industry. Julia Bartolo has 2 emails on RocketReach.