Julie Schafer-Evans
Financial Adviser
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About
Julie Schafer-Evans is an ASIC-registered financial adviser based in beautiful Buderim, Queensland, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Master of Applied Finance from the University of Sydney (2005) and specialized training including RG146 Margin Lending (MLC ThreeSixty, 2010) and Self Managed Superannuation Funds (Super Concepts, University of Adelaide, 2025), Julie brings a wealth of knowledge and experience to her practice. As a proud member of the Financial Advice Association of Australia (FAAA), Julie adheres to the highest ethical and professional standards. She is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. She is also accredited to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. Julie’s approach is centered around understanding each client’s unique circumstances and crafting personalized strategies to help them build a secure financial future. Her key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact Julie Schafer-Evans today to schedule a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Julie Schafer-Evans offer?
Julie Schafer-Evans provides 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, and Retirement Savings Accounts.
What qualifications does Julie Schafer-Evans have?
Julie Schafer-Evans holds a Master of Applied Finance from the University of Sydney and has completed RG146 Margin Lending training and a Self Managed Superannuation Funds course. She is also a member of the Financial Advice Association of Australia (FAAA).
What can I expect during my first meeting with Julie?
During your initial consultation, Julie will take the time to understand your financial situation, goals, and risk tolerance. She'll then outline a tailored strategy to help you achieve your objectives. This is a great opportunity to ask questions and get to know Julie's approach to financial advice.
How can wealth management help me?
Wealth management is a comprehensive approach to managing your finances, including investments, superannuation, and insurance. It aims to grow your wealth over time while protecting it from potential risks. Julie can help you develop a personalized wealth management strategy that aligns with your goals.
Is Julie Schafer-Evans qualified to provide SMSF advice?
Yes, Julie Schafer-Evans has completed a Self Managed Superannuation Funds course and is qualified to provide advice on SMSFs.
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