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Adviser Profile

Julian Summers

IPAC Western Australia

Julian is an equity partner in ipac WA and has over 30 years experience as a financial adviser. He works with many referral partners, helping to support their business and provide additional services to their clients. Julian is an open and engaging person who conveys empathy and warmth in helping clients achieve their goals.

Specialties

  • Superannuation
  • Retirement Planning
  • Self-Managed Super Funds
  • Non-super Investments
  • Wealth Creation
  • Direct Equities
  • Aged Care Advice
  • Centrelink Advice
  • Personal Insurance
  • Business Insurance
  • Debt Management
  • Estate Planning
  • Overseas Pensions

Indicative fee

Advice is provided on a fee for service basis depending on the complexity of the advice required. For advice provided that is related to your Sunsuper account, you may be able to pay via a deduction from your Sunsuper balance.

Address

55 Salvado Road, Subiaco, 6005

Office hours

Monday to Friday: 8:30am - 5pm.



Julian Summers is a representative of Charter Financial Planning AFSL No. 234 665 ABN 35 002 976 294 and can be found on ASIC’s Financial Advisers Register. Profiles are provided by National Advice Panel planners. More information about each planner, including services they offer, remuneration, any potential conflicts of interest, and dispute resolution, are set out in their own Financial Services Guide(s). Sunsuper does not receive or pay any referral fees to these planners. The National Advice Panel planners are not employed by Sunsuper, and Sunsuper is not responsible for the advice provided by these planners.