Our Team


Brigitte Julien Principal

Brigitte Julien

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

Stephanie
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


Megan Turner Contractor

Megan

Adelaide SA

Qualifications:

  • Diploma & Advanced Diploma Financial Services (FP) – Kaplan
  • Cert III Accounting – TAFE NSW
  • Project Management Certification – TAFE NSW
  • SMSF & Gearing Specialist Accreditation/s – Kaplan

Work experience:
Have worked in the financial planning profession since 2006 in a number of roles including Financial Planner (approx. 7+ years), Paraplanner, Compliance analyst, and associate/support administrator.

Volunteer/Charity Involvement:
Participated in NABFP SA/Anglicare/FPA Pro-Bono advice initiative, delivering weekly clinics for those disadvantaged. Other volunteer work includes involvement with such charities as Foodbank, Save the Children, Cancer Council, Clean-up Australia Day.

Interests & Hobbies:
Painting, sport/fitness, reading, cooking, travel, socialising

Memberships:

  • AFP Member of the Financial Planning Association (FPA)
  • Affiliate Member FINSIA

Sarah Foy Contractor

Brigitte Julien
Perth WA
Qualifications:

  • Bachelor of Commerce (Global Economics & Finance majors) 2010 – Curtin University
  • Diploma of Financial Planning 2012 – Kaplan
  • SMSF accreditation 2014 – Kaplan

Work experience:
I have worked in the financial planning industry since 2010, predominantly in client services, which has provided me with the technical and strategic knowledge required to pursue a Paraplanning career.

Interests & Hobbies:

  • Gym, mountain biking, water sports and skiing
  • Socialising
  • Travelling and experiencing different cultures