Julian McBean Email & Phone Number
Senior Financial Advisor @ KDM Financial and Estate Planning
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Julian McBean Location
- Brisbane City, QLD, AU
Julian McBean Work
- 2022 -now Senior Financial Advisor @
- 2020 -2021 Senior Financial Adviser @
- 2016 -2020 Senior Financial Adviser @
- 2015 -2016 Consultant - Retail Wealth @
- 2014 -2015 Small Business Protection Specialist @
- 2011 -2014 Financial Planning Manager @
- 2006 -2011 Real Estate Agent @ W.McBean Properties
Julian McBean Education
- Kaplan Professional
(Advanced Diploma Financial Planning)
2013-2014 - Kaplan Professional
(Diploma Financial Planning)
2011-2011 - Real Estate Institute Queensland (REIQ)
(Real Estate & Property Management (Full Licence))
2008-2009 - La Trobe University
Bachelor Of Asian Studies (Major - Japanese Language)
2002-2005 - Kaplan Professional
Graduate Diploma (Financial Planning)
Julian McBean Skills
- Financial Advisory
- Financial Planning
- Investments
- Pensions
- Portfolio Management
- Relationship Management
- Retirement
- Retirement Planning
- Small Business
- Superannuation
- Wealth
- Wealth Management
- Banking
- Financial Risk
- Financial Services
- Retail Banking
- Business Relationship Management
- Risk Management
- Estate Planning
- Business Analysis
- Project Planning
- Strategic Planning
- Sales
- Management
- Leadership
- Investment Properties
Julian McBean Summary
- Julian McBean, based in Brisbane City, QLD, AU, is currently a Senior Financial Advisor at KDM Financial and Estate Planning. Julian McBean brings experience from previous roles at MLC Australia, NAB and National Australia Bank. Julian McBean holds a 2013 - 2014 Kaplan Professional. With a robust skill set that includes Financial Advisory, Financial Planning, Investments, Pensions, Portfolio Management and more. Julian McBean has 1 mobile phone numbers on RocketReach.
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