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.

Julian is an Authorised Representative of Fortnum Advice Pty Ltd ABN 52 634 060 709, AFSL 519190.