Contact info

Julie Caonguyen

Financial Planner

About me

I hold a Bachelor of Business majoring in Banking and Finance and with over five years of experience in the banking and finance industry. I strive to deliver and achieve my client’s motivated financial goals to the highest standard.

With a focused approach to develop a personal and professional relationship with my clients, I am dedicated to providing the upmost level of service and ongoing support to all my new and existing clients, no matter what stage they are in life.

Travelling, hiking and fine dining.

Specialty areas

Insurance & risk protection
Debt Management
Contact Us

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