Julie P. Email
Senior Financial Advisor @ Coastline Advice
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Julie P. Location
- Geelong, VIC, AU
Julie P. Work
- 2023 -now Senior Financial Advisor @
- 2015 -2023 Certified Financial Planner @ PFG Financial Services
- 2004 -2015 Certified Financial Planner @ Core Financial Planning
- 1996 -2004 Accountant @ Brown Cross and Davies
Julie P. Education
- Kaplan Professional
fpc002b-ethics-for-professional-advisers/ (Applied and Professional Ethics)
2022-2022 - Deakin University
Bachelor of Commerce (B.Com.)
1993-1996 - Fasea
Financial Planning Exam (Financial Planning and Services)
- Deakin University
Bachelor of Arts (Education)
- Queenscliff High School
Julie P. Summary
- Julie P., based in Geelong, VIC, AU, is currently a Senior Financial Advisor at Coastline Advice. Julie P. brings experience from previous roles at PFG Financial Services, Core Financial Planning and Brown Cross and Davies. Julie P. holds a 2022 - 2022 fpc002b-ethics-for-professional-advisers/ in Applied and Professional Ethics @ Kaplan Professional. Julie P. has 1 emails on RocketReach.
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