Julie Windebank
Financial Adviser
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About
Julie Windebank is an ASIC-registered financial adviser dedicated to helping individuals and families in Balcatta, WA, achieve their financial goals. With an Advanced Diploma of Financial Services (Financial Planning) from Tribeca Learning (2007) and the prestigious Fellow Chartered Financial Practitioner designation from the Asia Pacific Financial Services Association (2018), Julie brings a wealth of knowledge and experience to her clients. As a proud member of the Financial Advice Association of Australia (FAAA), she adheres to the highest ethical and professional standards. Julie is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, and retirement planning. She specialises in crafting personalised strategies that address your unique circumstances and aspirations, ensuring you feel confident and secure about your financial future. Key services include: • Superannuation advice • Insurance solutions • Retirement planning • Investment life insurance • Life risk insurance • Retirement savings accounts • Government debt securities Ready to take control of your financial future? Contact Julie Windebank today for a consultation and discover how she can help you build a brighter tomorrow.
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Frequently Asked Questions
What types of financial advice does Julie Windebank offer?
Julie Windebank provides advice on superannuation, insurance, retirement planning, investment life insurance, life risk insurance, retirement savings accounts, and government debt securities. She creates personalized strategies to help you achieve your financial goals.
What qualifications does Julie Windebank have?
Julie Windebank holds an Advanced Diploma of Financial Services (Financial Planning) from Tribeca Learning and is a Fellow Chartered Financial Practitioner with the Asia Pacific Financial Services Association. She is also a member of the Financial Advice Association of Australia (FAAA).
What is the process of working with Julie Windebank?
The process typically starts with an initial consultation to understand your financial situation, goals, and risk tolerance. Julie will then develop a tailored financial plan designed to meet your specific needs. Regular reviews are conducted to ensure your plan remains aligned with your evolving circumstances.
What can I expect during my first meeting with a financial advisor?
During your first meeting, you can expect to discuss your current financial situation, your financial goals, and any concerns you may have. This meeting is an opportunity for you to get to know the advisor and determine if they are a good fit for your needs.
How can Julie Windebank help me with my retirement planning?
Julie can help you develop a comprehensive retirement plan that takes into account your income needs, lifestyle goals, and risk tolerance. She can provide advice on superannuation strategies, investment options, and strategies for generating income in retirement.
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