We are a newly established financial advisor Gold Coast firm, but our history lies with one of Australia’s most trusted names in financial advice. This experience and knowledge is reflected in everything we do, from our quality service advice offering, to the strategic solutions we provide our clients. We provide advice on a wide range of financial strategies and keep our clients as the central focus in everything we do.
Lockeridge Financial Advisory is a dynamic, enthusiastic, group of people dedicated to assisting our clients in achieving their “first choice’’ lifestyle goals.
We will work with you throughout the planning process, keeping you involved, informed and in control.
Financial Advisor Gold Coast
Our Principal Financial Advisor, Julie Lockeridge has been in the financial advisor services industry for over 20 years. She has built a quality team of consultants and support staff, all dedicated to providing a friendly, professional and personalised service to each and every client.
Talk to our friendly team to make a consultation today.