About Us
Aviemore Financial is a non-institutionally owned, fee for service boutique wealth management and advisory firm based on Sydney's Northern Beaches, whilst servicing clients across Australia. We create a personalized wealth management strategy for each client, based on a detailed understanding of their specific situation, personal objectives and wealth accumulation aspirations. You gain access to advice, insights and experiences honed over many years of looking after the needs of private clients and their families.
Financial Services
Specialists in:
- Retirement planning and income streams
- Superannuation management
- Tax-effective Wealth and Investment management
- Personal Insurance protection
Our Process
- We take time to understand your goals & objectives
- Then develop optimal solutions in your best interests
- We discuss and refine those solutions with you
- And then implement those solutions for you
- Ongoing review of your life circumstances and goals is an integral part of the service we provide
The real benefit of Financial Advice is your Peace of Mind resulting from:
Organisation – bring order to, and prioritise your financial life
Accountability - follow through on financial commitments and regularly review your life and financial goals
Objectivity – avoid costly mistakes that can be driven by emotion
Proactivity - anticipate life’s transitions and be financially prepared for them
Education - understand the options and risks associated with each financial choice you make
Partnership - achieve your best life possible whilst we work with you
Meet the Aviemore Team
Andrew Julius
Miravenice Orlanes
Gesamay Lou Barit
Principal & Senior Financial Adviser
Gesamay Lou Barit
Miravenice Orlanes
Gesamay Lou Barit
COO
Charles Cooch
Miravenice Orlanes
Miravenice Orlanes
Paraplanning Services
Miravenice Orlanes
Miravenice Orlanes
Miravenice Orlanes
Client Services
At Aviemore Financial we are passionate about helping our clients live their best lives whilst achieving their financial objectives and lifestyle goals. We provide high quality financial advice, specialising in retirement planning and income streams, active superannuation management, and tax-effective wealth creation. Andrew Julius has over 25 years experience in the financial services industry and has built a strong network of specialist professionals to assist with investment research, accounting, legal, estate planning, stock broking, and lending services, to ensure our clients receive optimal solutions.
Professional Designations
- FAAA Practitioner Member – Financial Advice Association Australia
- Individual Tax (Finance Adviser) - Tax Practitioners Board (TPB)
Professional Memberships
- Financial Advice Association Australia (FAAA No. 029429)
- Tax Practitioners Board of Australia (TPB No. 26143906)
- Mortgage & Finance Association of Australia (MFAA No. 597793)
- Australian Financial Complaints Authority (AFCA No. 59471)
Qualifications
- FASEA National Exam – Financial Adviser Standards and Ethics Authority (FASEA)
- Bachelor of Business (Finance Major) - University of Technology, Sydney
- Master of Applied Finance – Kaplan Professional
- Graduate Diploma of Financial Planning - Securities Institute of Australia
- Graduate Diploma of Applied Finance - Securities Institute of Australia
- Diploma of Financial Planning – International Institute of Technology
- Certificate IV in Finance and Mortgage Broking – Institute of Strategic Management
- Self-Managed Superannuation Funds – Kaplan Professional
- ASX Accredited Listed Product Adviser – Kaplan Professional
- Tier 1 Margin Lending – Kaplan Professional
View our Financial Services Guide (FSG)
Aviemore FSG v2.1 (pdf)
DownloadContact
Aviemore Financial Pty Ltd
Level 1, 341 Barrenjoey Road, Newport, NSW, 2106
Level 5, 20 Bond Street, Sydney NSW 2000 MAIL TO: PO Box 900, Avalon Beach, NSW 2107 Phone: 02 9190 8494 Mobile: 0413 482 492
Business Hours
Monday - Friday: 8.30am - 5pm
Aviemore Financial Pty Ltd - ABN 73 651 373 376
Level 1, 341 Barrenjoey Road, Newport, New South Wales 2106, Australia
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