Julie Bongiorno


Name Julie Bongiorno
Address Level 2 431 St Kilda Road
Melbourne, VIC 3004
Phone 0398633306

Financial planning has been in my blood from a young age. Not only are my father, sister, uncles and cousins in the industry but I am pretty sure I was the only 10 year old to have an accounting ledger to monitor my pocket money. I knew I always loved numbers and working with people so financial planning was the perfect fit for me.

I love building relationships and getting to know people and I am fortunate enough to say that many of my clients are friends too. I am also very fortunate to come to work everyday to be surrounded by family and pseudo family; it makes the office a very fun place to be. These people are my mentors – not a day would go past that I don’t learn something from their 50 years + experience which I can then impart on to my clients, plus we always have a good laugh while doing it. In the financial planning industry, every day is different – not only because the industry is constantly evolving but because the people I meet are all different and they have different goals and objectives that I hopefully have a part in helping them reach.

I also live next door to my brother, sister and my parents. Yes some might say this is crazy but we love it.

A great day for me is waking up to the happy sounds of my toddler, playing with him till I go to work, seeing great clients at work and having appointments with my Father, uncle and cousins all day.

Outside of work and my family, I am music obsessed and also fancy myself as a bit of a photographer. I also enjoy daily exercise and meditation.

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