Our People
Julie A. Rouleston (B.Comm, JP, Dip FP, CFP)
Director of Rouleston Financial Services
Certified Financial Planner
Authorised representative of Lonsdale Financial Group Limited
Started in the industry: 1996
Julie's Background
Julie completed a Commerce Degree at the University of Tasmania in 1995. Upon completing her Degree, she worked with a private Accounting firm in Hobart for a period of six months. Julie joined Rouleston Financial Services in January 1996.
Julie was appointed as a Justice of the Peace in 1999 (one of the youngest Justices in Tasmania at that time). She is an Affiliate Member of the Financial Planning Association. Julie also has an extensive background in both the modelling and hospitality industries and is also an instructor of modeling and deportment.
Julie has completed the Diploma of Financial Planning through Deakin University and was accredited with the industry recognised Certified Financial Planner status in January 2002. Julie was issued a licence through the Lonsdale Financial Group in June 1999 and has been directly advising clients since that time.
Julie's Responsibilities
Julie is responsible for the preparation of financial strategies, financial plans and the reviews of clients' investment portfolios. Julie specialises in portfolio construction, asset allocation strategies, managed funds, savings plans and listed securities retirement income streams. Julie is also responsible for our practice management issues, the portfolio administration of our Self-managed Superannuation Funds and Discretionary Family Trusts. Julie is also our Practice Manager and is responsible for our back office systems and processes, our compliance with the relevant laws, our Business Development and our advertising and marketing.
Julie's Qualifications
- Bachelor of Commerce (B.Comm) from the University of Tasmania
- Diploma of Financial Planning (Dip. FP) through Deakin University
- Justice of the Peace in Tasmania
- Authorised Representative of Lonsdale Financial Group Limited
- Certified Financial Planner (CFP)
- Member of the Tasmanian Society of Honorary Justices
- Affiliate Member of the Financial Planning Association of Australia
You can reach Julie as follows:
| Telephone: | +61 3 6234 4413 |
|---|---|
| Mobile: | +61 407 876 803 |
| Fax: | +61 6231 2284 |
| E-mail: | j.rouleston@rouleston.com |