Julian Prendergast – Financial Adviser, CFP, Regional Head of Advice
“I love working with people, listening to their family’s hopes and dreams and celebrating their successes along the way. I want the families I work with to have confidence that their financial needs are taken care of and that they can focus on living the life they want.”
Julian joined Invest Blue in 2007. He is a Certified Financial Planner and holds a Bachelor of Agricultural Economics from the University of Sydney. Julian gives not only good advice; he also takes the time to educate his clients. In 2012 Julian was short-listed for the Association of Financial Advisers (AFA) Excellence in Education Award.
Outside of work Julian loves spending time with his wife and children. Julian is a passionate Tahs supporter and unlucky Eels supporter. He also enjoys (trying) to keep fit, meditation and collecting fine wines.
Areas of specialisation
- Pre-retirement planning
- Retirement planning
- Self Managed Super Funds
- Wealth creation strategies
- Debt and cash flow management
Qualifications
- Certified Financial Planner (CFP)
- Bachelor of Agricultural Economics
- Advanced Diploma of Financial Services (Financial Planning)
- Diploma of Financial Services (Financial Planning)
- Self Managed Superannuation Funds Accreditation
- Borrowing within Self Managed Superannuation Funds Accreditation
- Certificate IV in Financial Services
- Most Trusted Adviser designation; Beddoes Institute
- Most Trusted Adviser 2023
Memberships
- Financial Planning Association of Australia
- The Finance Brokers Association of Australia Limited (FBAA)
Awards
- 2012 Association of Financial Advisers (AFA) Excellence in Education Award shortlist
Hear from Julian’s clients:
