Our Team
Brigitte Julien Principal
Perth WA
Qualifications:
- ICSA Graduate Qualification – Institute of Chartered Secretaries & Administrators (UK)
- Bachelor in Business Studies (Accounting Major) – Monash University
- Diploma of Financial Planning – Deakin University
- CFP Program – Deakin University
Moment of fame:
In July 2008 Brigitte was featured on the ABC Stateline program to discuss the superannuation gender gap.
Work experience:
Worked in the financial planning profession since 1996 in a number of occupations including Accountant, Paraplanner and Financial Planner.
Interests & Hobbies:
Trekking, Travelling, Camping, Rock-Climbing, Martial Arts, Reading & Travel Writing
Memberships:
- Associate Member of the Chartered Secretaries Australia
- Member of the Financial Planning Association
- Member of BPW Australia (Federation of Business & Professional Women)
My Message to You:
Having been a Financial Planner, I not only understand the technical complexities of strategies but also your frustration when you receive a computer generated document which has no relevance to the retail client. So give us a go and you will find out how different we are!
James Lugert Contractor
Gold Coast QLD
Qualifications:
- Graduated from Griffith University 2005 Bachelor of Business (Finance major).
- Completed Diploma of Financial Planning (1-4) in 2005.
Study in Progress
- Currently enrolled in Juris Doctor (Law) degree at USQ.
Work experience:
Started working with an AMP practice as a Paraplanner in 2006, then worked as a Paraplanner for a Professional Investment Services (PIS) practice for 5 years. Was a PIS adviser for 1 year before resigning and travelling Europe for approximately 10 months.
Interests & Hobbies:
Self-taught guitarist, swimming, bowling, tennis and golf.
Melanie Julien-Martial Contractor
Perth WA
Study in Progress
- Bachelor of Creative Industries
- Diploma of Financial Planning
Work Experience
- Mel started working for Paraplanning Direct in October 2008, doing administrative work.
Interests & Hobbies
Reading, science, movies and opera’s, piano playing and travelling.
Stephanie Tyloo-Naicken Contractor
Qualifications:
- Bachelor of Science (Finance with Law) – University of Mauritius
- Master of Professional Accounting – Edith Cowan University
Work Experience
- Internship at Anglo Mauritius Insurance for 1 year
- Worked as semi-senior auditor at KPMG Mauritius for 1 year
- Worked as Financial Investigator at Independent Commission Against Corruption (ICAC Mauritius) for 2 years
- Work experience/contractor at Paraplanning Direct since June 2013
- Tax Consultant at H & R Block since July 2014
Interests & Hobbies
Cooking, Volleyball, Travelling, Business Law and Cycling