Financial Advice Associate
Sydney
julia@aptwealth.com.auJulia is a Financial Advice Associate at Apt Wealth Partners, where she works closely with senior advisers to ensure clients receive tailored financial strategies that are aligned with their goals.
With a focus on pension planning, financial strategy execution, and relationship management, she brings over three years of experience in the financial services industry. Julia also holds a Bachelor of Applied Commerce, with a major in Financial Planning, as well as a Diploma of Commerce.
Outside of work, she enjoys spending time with family, friends, and her dog, River, as well as exploring new restaurants, hiking, and the outdoors.