Julian Chan

BCom (Econ), GDipFP

ASIC: 1308290

Julian joined Eureka Whittaker Macnaught in 2019 and has completed a Bachelor’s degree in Commerce majoring in Economics and a Graduate Diploma of Financial Planning. He maintains a strong focus on guiding pre-retirees through the transition to retirement, including developing personalised retirement strategies, optimising income streams, managing investment portfolios and providing tax-efficient planning. His goal is to provide clarity and confidence to clients as they prepare for the next chapter of life.