Julia Cummings

Certified Financial Planner®

Staff Member 4Staff Member 4
Education

Julia holds a Bachelor of Business degree, and has completed the Advanced Diploma of Financial Planning. She has also achieved the CERTIFIED FINANCIAL PLANNER® certification, a standard recognised internationally.

Background
  • Investment Advisor, Creative Financial Group
  • Financial Planner, United Capital

With a decade of experience in financial and investment markets, and having worked in wealth management in both a boutique financial planning firm and a large investment bank, Julia joined Annuity Strategic in 2008.

Julia has a particular interest in providing tailored financial and investment advice to help clients build passive income streams to meet their retirement income objectives.

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