Senior Risk & Credit Adviser
Julie joined Gillespie Group in October 2007 after moving from Sydney to Canberra. Julie has over 20 years experience in the superannuation and insurance sector, working in roles ranging from super fund and pension administrator, to team leader, project management leader to technical services, para-planner and finally, to financial planner. Julie has an excellent understanding of the superannuation and insurance industry as well as Centrelink and Aged Care issues.
Julie became an authorised representative in 2010 after completing her Diploma in Financial Planning and she is currently completing her Advance Diploma in Financial Planning with plans to complete a Life Insurance Specialist and Estate Planning Specialist designation in the near future. Julie’s area of expertise is in Personal Life Insurance and Succession Planning for small to medium business owners.
Julie also holds a Diploma in Mortgage Broking and has also been working in our mortgage division for the past 5 years.
Julie is a mother to Jamie and Katherine and together with her partner Ronnie, enjoys quality family time together by exploring all that Canberra and the surrounding regions have to offer.