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!