Welcome to the team, Julian

Julian Stephenson joined our team in August as a Senior Paraplanner.

He has worked in client service, technical sales, strategic paraplanning and team management roles across various financial services organisations since 2010, including Remserv, QSuper, QInvest and Commonwealth Financial Planning. For the 6 years prior to joining FB Wealth Management, Julian worked as a Financial Strategist and Head of Advice at a boutique financial planning practice.

Julian has an Advanced Diploma of Financial Planning and Graduate Diploma in Financial Planning. He is a member of the Financial Planning Association of Australia and has completed the Certified Financial Planner certification, which is the highest financial planning designation worldwide.

Julian has also been involved with development of academic content and exam question writing for the Certified Financial Planner program, which he likes to do to maintain his professional skills and knowledge, while helping to further the financial planning profession.

Julian and his wife Veronica have two children. He enjoys outdoor activities including walking, running, kayaking and playing the odd game of golf (very badly), but does not enjoy mowing the lawns! Julian has a passion for classic cars and is currently restoring a 1965 Volkswagen Beetle.