Jules
Bernstein
Mcom, ADFP
Senior Financial Adviser
Jules Bernstein joined Millennium Wealth in 2023 and has been in the financial industry since 2006. Having previously worked at Viridian Advisory, and Westpac Financial Planning where she won a number of national awards including being selected 5 times for the annual conference of the top 50 advisers across the Westpac Group. Jules was 1 of only 2 financial advisers selected for the BT Financial Group - BT Blue conference in 2017.
Jules aims to build strong relationships with her clients to best understand what is important in their life. Then help guide them by tailoring the right strategy to grow and protect their wealth and self-fund their retirement.
She is a member of the Financial Planning Association, the Tax Practitioners Board and has a Master of Commerce in Financial Planning.
Out of the office you will find Jules spending time with her partner. Jules enjoys playing sports such as hockey and baseball and has completed 4 half marathons. .
0421 996 615
TESTIMONIALS
“Matthew is by far the best Advisor we have had. He shows amazing patience and knowledge.”
TESTIMONIAL
“Matthew is by far the best Advisor we have had. He shows amazing patience and knowledge.”
TESTIMONIALS
“Matthew is truly a professional financial planning adviser. He takes care of his customer interest seriously. I have confidence in him without hesitation.”