Julie-Anne Knox
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Julie-Anne Knox Email & Phone Number

Wealth Solutions Partner at Findex
Location: Canberra, Australian Capital Territory, Australia 12 work roles 4 schools
1 work email found @jakfinancial.com.au 1 phone found area 141 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email j****@jakfinancial.com.au
Direct phone (141) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Wealth Solutions Partner
Location
Canberra, Australian Capital Territory, Australia

Who is Julie-Anne Knox? Overview

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Quick answer

Julie-Anne Knox is listed as Wealth Solutions Partner at Findex, based in Canberra, Australian Capital Territory, Australia. AeroLeads shows a work email signal at jakfinancial.com.au, phone signal with area code 141, and a matched LinkedIn profile for Julie-Anne Knox.

Julie-Anne Knox previously worked as Board Member & Chair, Audit & Risk Committee (Volunteer Position) at Project Independence and Financial Services Professional at Awarnda Financial Services. Julie-Anne Knox holds Certificate Iv In Financial Services, Mortgage Broking from Kaplan Professional.

Company email context

Email format at Findex

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{first_initial}{last}@jakfinancial.com.au
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AeroLeads found 1 current-domain work email signal for Julie-Anne Knox. Compare company email patterns before reaching out.

Profile bio

About Julie-Anne Knox

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).

Listed skills include Investments, Wealth, Strategic Financial Planning, Retirement Planning, and 14 others.

Current workplace

Julie-Anne Knox's current company

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Findex
Findex
Wealth Solutions Partner
Canberra, ACT, AU
AeroLeads page
12 roles

Julie-Anne Knox work experience

A career timeline built from the work history available for this profile.

Wealth Solutions Partner

Canberra, ACT, AU

Board Member & Chair, Audit & Risk Committee (Volunteer Position)

Current

Canberra, Australian Capital Territory, Australia

I 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.

Mar 2024 - Present

Financial Services Professional

Current
Awarnda Financial Services

Canberra, Australian Capital Territory, Australia

After 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.

Jul 2023 - Present

Director, Business Owner, Senior Financial Adviser, Mortgage Broker

Sydney, Australia

After 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.

Jul 2013 - Jun 2023

Director, Business Owner, Financial Adviser, Mortgage Broker

Jak Financial Pty Ltd

Sydney, Australia

From 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.

Jan 2011 - Jul 2013

Franchise Partner & Nsw/Act Partner Adviser/Trainer

I 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.

Apr 2005 - Jul 2010

Franchise Partner

I 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.

Oct 2004 - Jun 2007

Marketing Manager

Breakfree Foundation Limited

The 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.

Jun 2003 - Oct 2004

Ceo/Marketing Consultant

Sme Marketing Solutions

SME 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.

Apr 2002 - May 2003

Marketing Manager – Sme Segment

My 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.

Jan 1998 - Oct 2001

Customer Management Analyst

Responsible 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

Jan 1994 - Jan 1998
4 education records

Julie-Anne Knox education

Masters, Management

Macquarie Graduate School Of Management

Merit Award for Outstanding Performance

Bachelor Of Commerce, Accounting & Economics

Awarded with Merit Faculty of Commerce Dean’s Merit List

FAQ

Frequently asked questions about Julie-Anne Knox

Quick answers generated from the profile data available on this page.

What company does Julie-Anne Knox work for?

Julie-Anne Knox works for Findex.

What is Julie-Anne Knox's role at Findex?

Julie-Anne Knox is listed as Wealth Solutions Partner at Findex.

What is Julie-Anne Knox's email address?

AeroLeads has found 1 work email signal at @jakfinancial.com.au for Julie-Anne Knox at Findex.

What is Julie-Anne Knox's phone number?

AeroLeads has found 1 phone signal(s) with area code 141 for Julie-Anne Knox at Findex.

Where is Julie-Anne Knox based?

Julie-Anne Knox is based in Canberra, Australian Capital Territory, Australia while working with Findex.

What companies has Julie-Anne Knox worked for?

Julie-Anne Knox has worked for Findex, Project Independence, Awarnda Financial Services, Evalesco Financial Services, and Jak Financial Pty Ltd.

How can I contact Julie-Anne Knox?

You can use AeroLeads to view verified contact signals for Julie-Anne Knox at Findex, including work email, phone, and LinkedIn data when available.

What schools did Julie-Anne Knox attend?

Julie-Anne Knox holds Certificate Iv In Financial Services, Mortgage Broking from Kaplan Professional.

What skills is Julie-Anne Knox known for?

Julie-Anne Knox is listed with skills including Investments, Wealth, Strategic Financial Planning, Retirement Planning, Superannuation, Life Insurance, Income Protection, and Finance.

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