Julie-Anne Knox work email
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Julie-Anne Knox personal email
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As a dedicated Financial Services professional, and a strategic business leader working across all areas of financial advice and lending, my mission is to guide clients towards achieving their financial aspirations, while shaping the strategy and growth of the business, and mentoring the advisers of the future.My roles have allowed me to embrace a holistic approach to financial advice, tailoring strategies that empower individuals to navigate life's financial complexities. With a deep-rooted commitment to my clients, I've honed a proficiency in creating comprehensive financial plans that resonate with their unique situations and goals.Serving as Board Member and Chair of the Audit & Risk Committee at Project Independence, I leverage my financial acumen to advocate for those with intellectual disabilities, fostering pathways to property ownership and autonomy. This volunteer position reflects my core values of inclusion and support, aligning with my professional expertise to make a meaningful impact in the community. I have worked in the financial services industry since 1994, and my qualifications include:- Bachelor of Commerce with Merit (Accounting & Economics)- Master of Management- Diploma of Financial Planning- Certificate of Margin Lending- Certificate of ASX Securities- Certificate of Self Managed Superannuation Funds- Certificate IV in Financial Services (Finance/Mortgage Broking)- Certificate IV in Property Services (Real Estate)- Ethics & Professionalism in Financial Advice- FASEA Financial Adviser ExamI am also a member of the Finance Brokers Association of Australia (FBAA) and Australian Financial Complaints Authority (AFCA).
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Wealth Solutions PartnerFindexCanberra, Act, Au -
Board Member & Chair, Audit & Risk Committee (Volunteer Position)Project Independence Mar 2024 - PresentCanberra, Australian Capital Territory, AustraliaI am a great believer in the financial freedom and security that owning a home can provide. Having recently made the move to Canberra, I am excited to be working with Project Independence, and helping people living with an intellectual disability towards a path of independence and property ownership. As a parent of an adult son with autism spectrum disorder (ASD), I also understand how much this work can help other parents of children with an intellectual disability look forward to achieving their own life goals. -
Financial Services ProfessionalAwarnda Financial Services Jul 2023 - PresentCanberra, Australian Capital Territory, AustraliaAfter some major life changes, and moving from Sydney to Canberra, I am pursuing my ongoing passion for helping clients achieve their financial goals via my new business, Awarnda Financial Services. I am also more focussed on following my own pursuits, allowing myself more time with family and with those that share my devotion to helping others.
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Director, Business Owner, Senior Financial Adviser, Mortgage BrokerEvalesco Financial Services Jul 2013 - Jun 2023Sydney, AustraliaAfter growing my own financial services practice, I merged my business with Evalesco, where I was able to focus more on my clients and build a great team to support my clients further.In my role as a Financial Adviser and Mortgage Broker, I would get to know my clients, their families, their aspirations as well as their challenges, and then create and implement a financial plan for them that could guide them to overcoming their obstacles to achieving both their financial and personal goals. I would incorporate various investing and debt strategies to suit the client, including property, shares, managed funds and superannuation. I am also passionate about helping clients pay off their home loans sooner while building wealth, through effective loan restructuring, cashflow management and debt reduction strategies. I also offered personal insurance advice to ensure my clients and their financial plan was protected in case of the unexpected happening.In my role as a Director of the business, I helped shape the strategy and growth of the business, and mentor our new advisers and team members, helping them achieve their own personal and career goals. -
Director, Business Owner, Financial Adviser, Mortgage BrokerJak Financial Pty Ltd Jan 2011 - Jul 2013Sydney, AustraliaFrom Boost Juice to Business Adviser, I found my way back into financial services as a Financial Adviser and Mortgage Broker via my own business, JAK Financial. I love helping clients with strategies for taking control over their own financial future, and I'm passionate about tax-effectively building wealth through long-term investment assets, helping clients pay down their home loans sooner, and protecting both their financial plan and personal life goals through adequate risk insurances.
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Business AdviserSt George & Sutherland Shire Business Enterprise Centre Sep 2009 - Dec 2010As a Business Adviser I was responsible for providing professional one-to-one business advice and training workshops to existing and prospective business owners. -
Franchise Partner & Nsw/Act Partner Adviser/TrainerBoost Juice Apr 2005 - Jul 2010I was the owner/operator of multiple Boost Juice stores during my 5 years with Boost Juice. I was awarded Boost Juice National Franchise Partner of the Year 2006, Franchise Council of Australia Runner-Up NSW Franchisee of the Year 2007 and the Boost Juice Strategic Local Area Marketing Award 2009. From 2006 to 2009 I was NSW/ACT Partner Trainer, during which time I trained many new Boost Juice owners, area managers and business managers. I was also the NSW/ACT Boost Juice Partner Advisory Team Representative in 2009, which involved collating the concerns and ideas of the franchise network and presenting these to the Boost Juice management team at regular strategy meetings. I also presented and facilitated sessions at multiple state and national franchise conferences. -
Franchise PartnerSumo Salad Oct 2004 - Jun 2007I was the first franchisee for Sumo Salad in Australia, opening the store at Westfield Miranda in October 2004. I sold this store in June 2007 after wanting to focus on the Boost Juice businesses. -
Marketing ManagerBreakfree Foundation Limited Jun 2003 - Oct 2004The Breakfree Foundation was a community-based charity working towards the prevention of youth drug and alcohol abuse in the Sutherland Shire. My role was to manage all aspects of marketing the Foundation in order to raise the profile of its work in the local community.
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Ceo/Marketing ConsultantSme Marketing Solutions Apr 2002 - May 2003SME Marketing Solutions was my own consulting business, which I established in order to provide small to medium sized businesses with marketing support to launch their product or service, increase purchases from existing clients, or to raise market awareness of their business or its products.
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Marketing Manager – Sme SegmentMyob Australia Jan 1998 - Oct 2001My role was to identify, develop and capitalise on marketing strategies to maximise revenues from existing and future customers in the small to medium enterprise (SME) segment. -
Customer Management AnalystSt George Bank Jan 1994 - Jan 1998Responsible for the development and maintenance of customer segmentation modelling tools, performance tracking and measurement of data, research and analysis, preparation and presentation of strategy reports to marketing communications.1996 and 1994 St.George Bank Cadet of the Year Finalist
Julie-Anne Knox Skills
Julie-Anne Knox Education Details
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Mortgage Broking -
Diploma Of Financial Services (Financial Planning)
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Macquarie Graduate School Of ManagementManagement -
Accounting & Economics
Frequently Asked Questions about Julie-Anne Knox
What company does Julie-Anne Knox work for?
Julie-Anne Knox works for Findex
What is Julie-Anne Knox's role at the current company?
Julie-Anne Knox's current role is Wealth Solutions Partner.
What is Julie-Anne Knox's email address?
Julie-Anne Knox's email address is ja****@****.com.au
What is Julie-Anne Knox's direct phone number?
Julie-Anne Knox's direct phone number is +614120*****
What schools did Julie-Anne Knox attend?
Julie-Anne Knox attended Kaplan Professional, Kaplan Professional, Macquarie Graduate School Of Management, University Of Wollongong.
What are some of Julie-Anne Knox's interests?
Julie-Anne Knox has interest in Being On Beautiful Port Hacking River, Spending Time With My Family, Yes, Spending Time With Friends.
What skills is Julie-Anne Knox known for?
Julie-Anne Knox has skills like Investments, Wealth, Strategic Financial Planning, Retirement Planning, Superannuation, Life Insurance, Income Protection, Finance, Cashflow Analysis, Financial Services, Small Business, Insurance.
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