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Jules Bernstein

Senior Financial Adviser

Location: Sydney

Qualifications

  • Master of Commerce (Financial Planning)
  • Adv Diploma of Financial Services
  • Diploma of Financial Services

Experience

  • Been in financial services industry since 2006
  • Been a financial adviser since 2010

Key person protection

Ownership protection

Employee protection

Working with our planners

Engagement process

Cashflow management

Debt management

Wealth management

Personal risk management

Retirement readiness

Estate planning

Our Philosophy

Our History

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Community

Awards