Julie-Anne Knox Email & Phone Number
@jakfinancial.com.au
1 phone found area 141
LinkedIn matched
Who is Julie-Anne Knox? Overview
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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.
Email format at Findex
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AeroLeads found 1 current-domain work email signal for Julie-Anne Knox. Compare company email patterns before reaching out.
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.
Julie-Anne Knox's current company
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Julie-Anne Knox work experience
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Board Member & Chair, Audit & Risk Committee (Volunteer Position)
CurrentI 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.
Financial Services Professional
CurrentAfter 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.
Director, Business Owner, Senior Financial Adviser, Mortgage Broker
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.
Director, Business Owner, Financial Adviser, Mortgage Broker
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.
Business Adviser
As 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/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.
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.
Marketing Manager
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.
Ceo/Marketing Consultant
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.
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.
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
Julie-Anne Knox education
Certificate Iv In Financial Services, Mortgage Broking
Diploma Of Financial Services (Financial Planning)
Masters, Management
Bachelor Of Commerce, Accounting & Economics
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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