Andrew Julius BBus, MAppFin, GDipFP in

Andrew Julius BBus, MAppFin, GDipFP

Sharpshooter · DISC type CD
Aviemore Investment Committee at Aviemore Financial Pty Ltd
📍 Australia

Andrew is the Director and Principal Adviser at Aviemore Financial, a boutique wealth management firm on Sydneys Northern Beaches. With over 25 years of experience, he specializes in creating personalized wealth, superannuation, and retirement strategies for clients. He holds a Master’s Degree from Kaplan Professional and is described by others as a true gentleman, knowledgeable, and honest.

Andrew is passionate about supporting childrens health causes, actively helping raise awareness for research associations dedicated to treating childhood diseases like Inflammatory Bowel Disease (IBD). He is also an avid swimmer, having earned certifications for his dedication to the sport.

Unique fact: Andrew is a certified "Lifetime Rockie" and "Lifetime Iceberg, " indicating a serious commitment to ocean swimming.

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Experience
25 Years
Current Role
Aviemore Investment Committee
Job Level
Senior
Location
Australia
Personality Overview

How Andrew shows up

Fast But Analytical
Rigorous & Demanding
Thorough Evaluator

They are not always relationship oriented. They like to move fast and expect the same from others. They take a lot of pride in personal achievements.

Priorities

Topics Andrew cares about

Wealth Management
He focuses on creating personalized wealth management and accumulation strategies for his clients at his non-institutionally owned firm.
Retirement Planning
Specializes in providing advice on retirement planning and income streams, a core part of his advisory services.
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Career

Work history

8-2021
Aviemore Investment Committee
Aviemore Financial Pty Ltd
8-2021
Director | Principal Adviser
Aviemore Financial Pty Ltd
3-2022
Mortgage Consultant
Mortgage Choice
1-2016 - 8-2021
PSK Investment Committee
PSK Private Wealth
10-2015 - 8-2021
Partner | Senior Adviser
PSK Private Wealth
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2019 - 2019
National Financial Adviser Exam
FASEA
1990 - 1993
Bachelor of Business
University of Technology Sydney
2014 - 2018
Master’s Degree
Kaplan Professional
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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