MEET THE TEAM – JULIAN CARTER

 

As many of you would be aware, the team at Steinfort Financial has been growing rapidly to keep up with continued growth in new clients. So in each edition of the newsletter we will be giving you a quick intro to one of our staff to help you be more familiar with them next time they answer the phone!

Julian has been a welcome asset to the team at Steinfort Financial since joining in January this year. Julian has come to us with over 13 years’ experience in the industry, having previously worked for Australian Unity as a paraplanner, and then in a small boutique practice in an Associate Adviser role.

Julian has strong technical financial advice knowledge across the board (strategic planning, superannuation, investments & insurance), and takes a keen interest in his client’s affairs. As well as growing his own client base, Julian’s role has been expanded to supporting Carl closely with advice preparation and implementation. Since starting this support initiative, a number of long term clients have commented how helpful it has been that Julian has been able to attend to their queries and action matters for them promptly. Due to his high level of client service we expect that you may find Julian’s assistance useful in the years ahead!

 

In his spare time Julian enjoys travelling to experience new cultures and wandering markets to find vinyl records to add to his collection. Julian can be found most weekends in the MCG barracking for his beloved Collingwood Magpies. 

Steinfort Financial Services Pty Ltd is a corporate authorised representative of Australian Unity Personal Financial Services Limited (ABN 26 098 725 145) AFS Licence No. 234459, 271 Spring St, Melbourne VIC 3000 

Steinfort Finance Pty Ltd (ACN 642 445 207 / Credit Representative Number 525535) has access to a panel of lenders through National Mortgage Brokers Pty Ltd (ACN 093 874 376 / Australian Credit Licence 391209), which is a fully-owned subsidiary of Liberty Financial Pty Ltd (ACN 077 248 983 / Australian Credit Licence 286596).  Steinfort Finance Pty Ltd has access to products including those from Liberty Financial. 

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