Managing Director & Financial Adviser
Authorised Representative of Consultum
Member of the Association of Financial Advisers (AFA)
Qualifications: Advanced Diploma of Financial Planning
Julio was running his own dealer group prior to joining Consultum Financial Advisers Pty Ltd.
Julio has been actively involved as a practitioner in the Financial Planning and investment advisory profession since 1991, and has developed considerable expertise and professional competencies in all major areas of financial planning including:
Personal Wealth Creation
Personal Life and Income Insurance
Director & Manager, Accounting Division
Laurel has been a Practicing Accountant for over 30 years; a registered tax agent, a fellow of both the Institute of Public Accountants and National Tax & Accountants Association, and a member of Taxpayers Australia.
Laurel has been a principal of Capitol Group Advisers, formerly known as Keleher Arndt & Co, for over 25 years, specialising in assisting small and medium sized business, individuals and self-managed super funds.