Julie Adams, CFP®

Name Julie Adams CFP®
Company Active Super
Address The Atrium (via Shop 7) 345 Peel Street
Tamworth, NSW 2340
Phone 1300 547 873

I connect well with members of all ages, and in preparing for my meetings, I like to be aware of all your circumstances in order to give relevant and responsible advice. I enjoy explaining complex financial concepts clearly and focusing on the outcomes that are important to you. These attributes assist in providing you with the confidence you need to manage your superannuation sensibly, both pre and post-retirement. Having commenced working in the financial industry 16 years ago and employed by Active Super as a Financial Planner since 2011, I believe the role of an Advisor is to assist in providing value for money solutions, overall financial security in line with your specific needs and objectives, and comfort in the decisions you make. I have a Bachelor of Economics with the University of New England, a Graduate Diploma in Financial Planning through the University of the Sunshine Coast and am a Certified Financial Planner with the FAAA.

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