About Us
Aviemore Financial is a non-institutionally owned, fee-for-service boutique wealth management and advisory firm based on Sydney’s Northern Beaches, proudly supporting clients across Australia. We develop personalised wealth management strategies grounded in a clear understanding of each client’s circumstances, objectives, and long-term aspirations. Our clients benefit from advice, insight, and expertise shaped by many years of guiding private clients and their families through all stages of their financial journey.
Financial Services
Specialists in:
- Retirement planning and income streams
- Superannuation management
- Tax-effective Wealth and Investment management
- Personal Insurance protection
Our Process
- We take time to understand your goals & objectives
- Then develop optimal solutions in your best interests
- We discuss and refine those solutions with you
- And then implement those solutions for you
- Ongoing review of your life circumstances and goals is an integral part of the service we provide
The real benefit of Financial Advice is your Peace of Mind resulting from:
Organisation – bring order to, and prioritise your financial life
Accountability - follow through on financial commitments and regularly review your life and financial goals
Objectivity – avoid costly mistakes that can be driven by emotion
Proactivity - anticipate life’s transitions and be financially prepared for them
Education - understand the options and risks associated with each financial choice you make
Partnership - achieve your best life possible whilst we work with you
Meet the Aviemore Team
Andrew Julius
Miravenice Orlanes
Gesamay Lou Barit
Principal & Senior Financial Adviser
Gesamay Lou Barit
Miravenice Orlanes
Gesamay Lou Barit
COO
Charles Cooch
Miravenice Orlanes
Miravenice Orlanes
Paraplanning Services
Miravenice Orlanes
Miravenice Orlanes
Miravenice Orlanes
Client Services
At Aviemore Financial, we help clients live well while achieving their financial objectives and lifestyle goals. We provide high-quality financial advice with a focus on retirement planning and income streams, superannuation management, and tax-effective wealth creation.
With more than 25 years of experience in financial services, Andrew Julius has established a strong network of specialist professionals across investment research, accounting, legal services, estate planning, stockbroking, and lending. This allows us to deliver informed, well-rounded strategies and optimal outcomes for our clients.
Professional Designations
- FAAA Practitioner Member – Financial Advice Association Australia
- Individual Tax (Finance Adviser) - Tax Practitioners Board (TPB)
Professional Memberships
- Financial Advice Association Australia (FAAA No. 029429)
- Tax Practitioners Board of Australia (TPB No. 26143906)
- Mortgage & Finance Association of Australia (MFAA No. 597793)
- Australian Financial Complaints Authority (AFCA No. 59471)
Qualifications
- FASEA National Exam – Financial Adviser Standards and Ethics Authority (FASEA)
- Bachelor of Business (Finance Major) - University of Technology, Sydney
- Master of Applied Finance – Kaplan Professional
- Graduate Diploma of Financial Planning - Securities Institute of Australia
- Graduate Diploma of Applied Finance - Securities Institute of Australia
- Diploma of Financial Planning – International Institute of Technology
- Diploma of Finance and Mortgage Broking Management – Institute of Strategic Management
- Certificate IV in Finance and Mortgage Broking – Institute of Strategic Management
- Self-Managed Superannuation Funds – Kaplan Professional
- ASX Accredited Listed Product Adviser – Kaplan Professional
- Tier 1 Margin Lending – Kaplan Professional
View our Website Disclosure Information (WDI)
Website Disclosure Information v1.0_Aviemore Financial (pdf)
DownloadContact
Aviemore Financial Pty Ltd
Level 1, 341 Barrenjoey Road, Newport, NSW, 2106
Level 5, 20 Bond Street, Sydney NSW 2000 MAIL TO: PO Box 900, Avalon Beach, NSW 2107 Phone: 02 9190 8494 Mobile: 0413 482 492
Business Hours
Monday - Friday: 8.30am - 5pm
Aviemore Financial Pty Ltd - ABN 73 651 373 376
Level 1, 341 Barrenjoey Road, Newport, New South Wales 2106, Australia