Julie Windebank
authorised
Julie Windebank is a financial adviser based in Balcatta, Western Australia, with 21 years of experience in the financial services industry. Julie is currently authorised under Matrix Planning Solutions Limited. Julie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Tribeca Learning. Julie is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.
Authorised to provide tax financial advice services
Qualifications and Training
Registration History
Source: ASIC Financial Advisers Register