For Pre-Retirees, Retirees & Busy Professionals.
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Julie Lockeridge is the Director and Principal Adviser of Lockeridge Financial Advisory. She has over 20 years experience in the Financial Services Industry.
Julie’s success has been built on assisting her clients in achieving their “First Choice” lifestyle goals. Working with you throughout the planning process, keeping you involved, informed and in control. She has built a quality team all dedicated to providing a friendly, professional, and personalised service to each and every client.
Following a personal experience, Julie realised that there was a distinct shortage of advice and expertise in the are of aged care. Since then she has honed her skills, navigating her way around the complexities that surround the choices one has to make when considering care facilities; specifically the costs, options and emotions.
She is well respected in the industry and regularly consults to the other organisations as well as being sought after speaker for both professional and public events.
Julie is a Certified Financial Planner and member of Australia’s peak professional body in financial planning, the Financial Planning Association of Australia (FPA).
We first sought Julie’s advice regarding our superannuation in January 2004, the rest is history. We have been very happy with way our retirement savings have been managed.
We must be! We moved to over a 2 hour drive away from the Gold Coast a few years ago but still retained Julie as our Adviser although there are many available in this area.
John & Diane