Julian Summers's Location
Perth, WA, AU
Julian Summers's Work
- Regional Manager WA @ WT Financial Group (ASX:WTL)
- Practice Peer Reviewer @ WT Financial Group (ASX:WTL)
- Practice Peer Reviewer - Team leader @ WT Financial Group (ASX:WTL)
- Advice Quality Coach @ Synchron Advice
- Head of Financial Planning @ ipac - Company
- Certified Financial Planner @ ipac - Company
- Head of Financial Planning and AMP Advice Subiaco @ ipac - Company
- Financial Adviser Manager @ rmg
- Founder and Director @ Financial Service Direct Pty Ltd
- Life insurance Salesman @ NATIONAL MUTUAL INSURANCE ASSOCIATION
Julian Summers's Education
- Guildford Grammar School1970 - 1978
- Mentor Education
Self Managed Superannuation Funds (RG146 as list on the ASIC Training Register)
2014 - 2014 - Deakin University
Dip FP
2006 - 2008
Julian Summers's Skills
- Financial Advisory
- Pensions
- Insurance
- Retirement Planning
- Financial Planning
- Superannuation
- Investments
- Finance
- Strategic Planning
- Income Protection
Julian Summers's Summary
Julian Summers, based in Perth, WA, AU, is currently a Regional Manager WA at WT Financial Group (ASX:WTL), bringing experience from previous roles at WT Financial Group (ASX:WTL), Synchronised Business Services Pty Ltd and ipac - Company. Julian Summers holds a 1970 - 1978 Guildford Grammar School. With a robust skill set that includes Financial Advisory, Pensions, Insurance, Retirement Planning, Financial Planning and more, Julian Summers contributes valuable insights to the industry. Julian Summers has 1 email and 1 mobile phone number on RocketReach.
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