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
- 2025 -now Regional Manager of WA and SA @
- 2023 -now Regional Manager for WA @
- 2022 -2023 Practice Peer Reviewer @
- 2022 -2023 Practice Peer Reviewer - Team leader @
- 2021 -2022 Advice Quality Coach @
- 2009 -2019 Head of Financial Planning @ ipac - Company
- 2009 -2019 Certified Financial Planner @ ipac western australia
- 2009 -2019 Head of Financial Planning and AMP Advice Subiaco @ ipac - Company
- 2009 -2011 Financial Adviser Manager @ rmg
- 1992 -2009 Founder and Director @ Financial Service Direct Pty Ltd
- 1984 -1992 Life insurance Salesman @
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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