JustInvest Financial Planning
Julianna has been in the Financial Planning industry since 1999. Having completed a Bachelor of Arts and Advanced Diploma in Financial Services (Financial Planning), in 2003 she moved to London to work in Women’s Financial Planning and Ethical/ Socially Responsible Investment. Securing a position within the High Net Worth team of a prominent central London Women’s Financial Planning firm, she gained extensive experience specialising in women’s financial planning needs, which she then continued for JustInvest on her return to Perth in 2005.
In 2005, James and Julianna completed the acquisition of JustInvest from Jules’ father John, and after a five year handover period John retired in 2010. Having returned from maternity leave for the third time, Jules now works for JustInvest in a part time capacity.