Executive Head – Wealth
As a leader in the financial planning division, Julian has an exceptional management and leadership style which is reflected in a young, enthusiastic and talented team, dedicated to achieving results. Julian has achieved his success through building trust in the relationships he has with his clients. He works in an ethical manner and takes into account their individual needs and objectives to make sure he delivers real value. As Executive Managing Partner, this ethos is instilled within his team to ensure all clientele receive the same unrivalled service. Julian’s diverse background and experience within various accounting sectors provide him with the knowledge and expertise to deliver exceptional benefits to his clients with an ultimate drive to achieving successful outcomes. Julian is actively involved in the community, sitting on various community and sporting boards. He is a keen sportsperson, and an asset to the Findex team.