Julia Bull – Director & Financial Planner, B.Com, B.Fin (Hons)
email@example.com | 03 9098 4256
Julia joined Benjamin King Money Wealth in August 2016 as a Financial Planner responsible for the management and implementation of our financial advice. A Certified Financial Planner with over 11 years’ experience in the Financial Services industry, Julia has detailed technical knowledge of all facets of financial planning across interconnecting disciplines and skill sets. She is an authorised Securitor representative enabling her to provide financial advice on Self-Managed Superannuation Funds. Investment and Life Risk Products and Managed Investment Schemes including Investor Directed Portfolio Services, Margin Lending, Retirement Savings and Securities.
Julia loves working closely with clients to achieve their financial goals and in particular lives by the ‘sleep at night test’ in knowing that everything is looked after. Her love of strategic work and ‘pulling it all together’, not just to meet client needs at various life stages, but also across generations sees her building long term relationships and achieving great outcomes together with her clients. Her commitment to maintaining the highest levels of professional integrity and treating all of her clients with honesty and respect ensure the delivery of the highest quality strategic financial and investment planning advice combined with portfolio management.
Angela Paterson – Client Wealth Operations Manager
firstname.lastname@example.org | 03 9098 4260
We are extremely pleased to introduce Angela Paterson as our newly appointed Client Wealth Operations Manager in October 2019, for our growing wealth business. Prior to joining Benjamin King Money Wealth, Angela had been working as an Investment Operations Specialist, within a Collins Street Wealth Management business for the past almost seven years. She was responsible for all new high net worth client transitions and also for a wide range of daily portfolio/investment administration tasks associated with clients’ portfolios.
Angela brings with her, more than 20 years experience within the Financial Services sector across New Zealand and Australia; mainly in investment operations and with a large focus on direct client contact. She is confident in her skills and abilities to deliver excellent client service, exceeding expectations of clients and peers.
Together with Julia Bull – our new “Wealth Team” are positively excited to be working closely with clients to achieve their financial goals, and in particular live by the ‘sleep at night test’ in knowing that everything is looked after. Their commitment to maintaining the highest levels of professional integrity and treating all of their clients with honesty and respect ensure the delivery of the highest quality strategic financial and investment planning advice and portfolio management.
Cheree Woolcock – B.Bus (Accounting), FCA, FTIA, RCA, RG146 Specialist Superannuation
email@example.com | 03 9098 4229
Cheree joined the team as a graduate accountant in 1987. She became Principal of the firm in 2004 and the Chief Executive Officer in 2013. Cheree’s areas of expertise include business services, income tax, audit and self-managed superannuation funds. Her clients include SMEs, family businesses, professionals, investors and high net-worth individuals from a variety of industries. Cheree is well known for having strong personal relationships with clients based on trust and understanding.
Terry Stramotas – B.Econ (Accounting) FCA, FTIA
firstname.lastname@example.org | 03 9098 4203
Terry has over 20 years’ experience as a professional accountant and has been a Principal of the firm since 2000. His areas of expertise include accounting, income tax, information technology and business management for small to medium size business and high net-worth groups. Terry is passionate about giving strategic and proactive advice to people by deeply understanding their financial and business affairs.