Our Team


  • Brigitte Julien

    Principal

    Perth WA


  • Sini Lu

    Paraplanning Assistant/ Bookkeeper

    Perth WA


  • Melanie Julien-Martial

    Paraplanning/Administrative Assistant

    Perth WA


  • Corinne Jacquin

    Contractor- Tier Level 3

    Sydney NSW

Brigitte Julien

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!

Sini Lu Paraplanning Assistant/ Bookkeeper

Perth WA

Qualifications:

  • Bachelor of Engineering (Electronic Engineering Major) – Guangzhou University (China)

Study in Progress

  • Bachelor in Commerce (Accounting & Financial Planning Major) – Curtin University

Moment of fame:

In 2009 Sini was awarded 2009 Vice-Chancellor’s List, for being top 1% students over all disciplines for achieving outstanding results in an undergraduate course.

Work experience:

Sini started work experience at Paraplanning Direct in July 2010 and is now employed part-time as  Paraplanning Assistant and Bookkeeper

Interests & Hobbies:

Cooking, Reading, Badminton,  Volleyball, Travelling

Memberships:

  • CPA Australia, student member
Melanie Julien-Martial Paraplanning/Administrative Assistant

Perth WA

Study in Progress

  • Bachelor of Science (Anthropology Major) – University of Western Australia

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.

Corinne Jacquin Contractor- Tier Level 3

Sydney NSW
Qualifications:

Bachelor of Business – Financial Planning-Royal Melbourne Institute of Technology

Work Experience:

Worked as a Paraplanner and Client Service Administrator for two years for a small boutique firm in Sydney. Corinne has been with Paraplanning Direct as a contractor since July 2009.

Interests and Hobbies:

Teaching swimming and water safety, travel, cooking and languages.