Senior Financial Adviser
Julie’s finance foundations
Julie’s career in finance began with a Bachelor of Commerce from Deakin University, followed by her first professional steps as a trainee Accountant in Ocean Grove. There, she developed a strong foundation in accounting and taxation before discovering her true calling in financial planning. In 2000, she made the transition and quickly found herself thriving in a role that allowed her to make a more personal impact in people’s lives.
After five years of refining her craft, Julie co-founded Core Financial Planning with her business partner Jo Newton, successfully running a boutique planning firm for over a decade. In 2016, she joined PFG Financial Services, and in 2023, brought her wealth of experience and warmth to the Coastline Advice team as a Senior Financial Adviser.
Julie’s approach
With nearly three decades of experience, Julie’s greatest satisfaction comes from seeing her clients feel confident and secure in their financial futures. She has a genuine passion for building lasting relationships and guiding clients — and often their families — through life’s many milestones.
Her kind nature helps clients feel at ease, while her depth of knowledge ensures they feel supported and understood at every stage. Julie believes great advice isn’t just about numbers — it’s about connection, understanding, and helping clients live the life they’ve worked hard for.
What people say about Julie
Julie is known for her warmth, empathy, and genuine care for others. Clients often describe her as a steady presence — approachable, organised, and always willing to go the extra mile to help them feel informed and empowered. Colleagues value her collaborative spirit and her ability to bring both professionalism and positivity to every conversation.
Julie’s interests
Family sits at the centre of Julie’s world. Julie and her husband are proud parents to four children, and they love spending quality time together exploring the beautiful Victorian High Country — whether that’s mountain biking, fly-fishing, or simply relaxing outdoors. Julie is also a proud and active member of her local community, serving as Vice President of her local Primary School, assisting with the fundraising and parental engagement opportunities with Parents and Friends Association at Secondary School, managing a U13 netball team, and acting as the Geelong family network coordinator for Down Syndrome Victoria.
Did you know?
Born in Geelong and raised on the Bellarine Peninsula, Julie has always been drawn to coastal life. She continues to call the area home, embracing an active, community-centred lifestyle that perfectly reflects her personal and professional values.