Julie Meegen
Financial Adviser
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About
Julie Meegen is an ASIC-registered financial adviser based in Merimbula, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Diploma of Financial Planning from the Financial Planning Association of Australia (2004) and a Master of Commerce (Financial Planning) from Western Sydney University (2009), Julie possesses a strong foundation in financial principles and practices. Further enhancing her expertise, she has recently completed studies in Commercial Law at Kaplan Higher Education Pty Limited (2024). Julie is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. She can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. This comprehensive authorization ensures she can meet diverse client needs with well-informed strategies. Key services offered: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Are you ready to take control of your financial future? Contact Julie Meegen today to schedule a consultation and discover how personalized financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does Julie Meegen offer?
Julie Meegen provides advice on a wide range of financial areas, including superannuation, retirement planning, wealth management, insurance, and investments. She can help you create a comprehensive financial plan tailored to your specific needs and goals.
What qualifications does Julie Meegen have?
Julie Meegen holds a Diploma of Financial Planning from the Financial Planning Association of Australia, a Master of Commerce (Financial Planning) from Western Sydney University, and has completed studies in Commercial Law at Kaplan Higher Education. She is also registered with ASIC.
What can I expect during my first consultation with Julie?
During your initial consultation, Julie will take the time to understand your current financial situation, your goals, and your risk tolerance. She will then discuss potential strategies and solutions to help you achieve your financial objectives. This is an opportunity for you to ask questions and get to know Julie's approach to financial planning.
How does Julie Meegen stay up-to-date with changes in financial regulations?
Julie is committed to ongoing professional development and regularly participates in industry training and seminars. She also closely monitors changes in financial regulations and legislation to ensure that her advice is always current and compliant.
What is the process for becoming a client of Julie Meegen?
The first step is to schedule an initial consultation. After this meeting, if you decide to proceed, Julie will work with you to develop a personalized financial plan. You will then receive ongoing support and advice to help you stay on track to achieve your financial goals.
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