Julia Harley Email & Phone Number

Ethinvest provides financial planning and investment advice to clients who wish to ensure their ethical values are reflected in their personal investments and superannuation. I assist my clients to achieve their long term financial goals and at the same time direct their funds towards their social and environmental convictions, and avoid investment in.

Sydney, Australia

I joined Macquarie as it embarked on a project to rapidly expand its wealth advisory business and capitalise on the many dormant client relationships within the Macquarie network. Having already responded to an Enforceable Undertaking by overhauling their systems and processes, the Bank was well position to cater to a broad range clients within a strong.

As growth returned to the business following the GFC, I was promoted into an advisory role as the lead manager on a book of clients, many of which I had worked on behind the scenes or on the sidelines previously, so I already had a strong knowledge of the client, their family and the issues they faced. This freed up the capacity of more senior advisers to.

Following a sabbatical and international travel, I returned to BW Capital in the role of Portfolio Manager as markets settled and investor sentiment strengthened. The business had contracted slightly and was readying itself for the next phase of growth through relationships with international referral partners.The advisers were re-focused on business.

At the height of the GFC, when markets had bounced back from their lows and stabilised there was still significant fear as to the next move in markets. Business growth had slowed and I took this time to travel to Italy and study Italian before embarking on two residential development projects. To achieve the successful completion of these projects I was.

In the early days of the Global Financial Crisis BW Capital adjusted the way it serviced clients to ensure they felt connected to the business and had direct communication with the various team members. The swift impact the GFC had on clients’ balance sheets allowed us to reframe the conversation with clients and move a number of ultra-high-net-worth.

BW Capital was growing organically as the Sub-Prime Crisis struck and a new manager role was created, and two staff members hired, to divide the roles of research and client reporting. With the development of the team structure, I was able to refine the client reporting process for faster more accurate delivery, creating significant efficiency in the.

After completing my degree I was promoted to the full time role of research analyst. The resources-led boom was growing long in the tooth and the business was looking at ways to invest client funds while protecting downside risk. There was an increased need within the business for market information and commentary both to the advisers and in a form that.

In 2002 following the collapse of Arthur Andersen, brought about by the Enron accounting scandal, the core team who had set up Andersen Private Wealth founded BW Capital. In 2003 I began working as a Cadet, 3 days per week, while completing my Bachelor of Business full time at UTS.The early years of the business were focused on cementing relationships.

Certified Investment Management Analyst (Cima)

imca.org.au

Graduate Certificate Of Applied Finance, Distinction Average

Bachelor'S Degree, Bachelor Of Business - Double Major - Finance And Marketing, Awarded With Credit