Julian Summers Email & Phone Number
Regional Manager of WA and SA @ WT Financial Group (ASX:WTL)
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Julian Summers Location
- Perth, WA, AU
Julian Summers Work
- Regional Manager of WA and SA @ (July 2025 - Present)
- Regional Manager for WA @ (December 2023 - Present)
- Practice Peer Reviewer @ (June 2022 - December 2023)
- Practice Peer Reviewer - Team leader @ (May 2022 - December 2023)
- Advice Quality Coach @ (April 2021 - June 2022)
- Head of Financial Planning @ ipac - Company (November 2009 - January 2019)
- Certified Financial Planner @ ipac western australia (November 2009 - January 2019)
- Head of Financial Planning and AMP Advice Subiaco @ ipac - Company (November 2009 - January 2019)
- Financial Adviser Manager @ rmg (November 2009 - February 2011)
- Founder and Director @ Financial Service Direct Pty Ltd (January 1992 - November 2009)
- Life insurance Salesman @ (February 1984 - January 1992)
Julian Summers Education
- Mentor Education
Self Managed Superannuation Funds (RG146 as list on the ASIC Training Register)
2014-2014 - Deakin University
Dip FP
2006-2008 - Guildford Grammar School 1970-1978
Julian Summers Skills
- Financial Advisory
- Pensions
- Insurance
- Retirement Planning
- Financial Planning
- Superannuation
- Investments
- Finance
- Strategic Planning
- Income Protection
- Financial Services
- Compliance
- Wealth Management
- Life Insurance
- SMSF
- Strategic Financial Planning
- Microsoft Office
- Investment Strategies
- Risk Management
- Wealth
- Project Planning
- Business Strategy
- Research
- Portfolio Management
- Pension Funds
Julian Summers Summary
- Julian Summers, based in Perth, WA, AU, is currently a Regional Manager of WA and SA at WT Financial Group (ASX:WTL). Julian Summers brings experience from previous roles at WT Financial Group (ASX:WTL) and Synchronised Business Services Pty Ltd. Julian Summers holds a 2014 - 2014 Self Managed Superannuation Funds in RG146 as list on the ASIC Training Register @ Mentor Education. With a robust skill set that includes Financial Advisory, Pensions, Insurance, Retirement Planning, Financial Planning and more. Julian Summers has 1 emails and 1 mobile phone numbers on RocketReach.
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