Julie Matheson CFP®

Inspiring the seasoned generation of advisers to maintain their mojo.

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Speaker, Mentor & Founder of Finwise Leadership, Julie engages audiences with insights gleaned from her personal experiences and the wisdom of leaders of the financial advice profession.

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About Julie

Julie's focus is to harness the invaluable experience and knowledge of seasoned advisers to foster the growth of emerging talent.

A pioneer in financial planning since 1987, Julie understands the profession’s complexities like few others.

Julie Matheson's career spans several key roles in financial planning, showcasing her broad knowledge and commitment to the profession.

As a former AFSL business owner and a global CFP®, Julie has extensive hands-on experience. Her leadership was further demonstrated through her 13 years as a GAICD non-executive Director of the FPA, now known as FAAA (Financial Advice Association of Australia).

Julie Matheson is not only a visionary leader in the financial services sector but also a catalyst for positive change, dedicated to shaping the future of financial planning in Australia.

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Speaking topics

Finding Fulfillment in Guiding the Next Generation

Discover the untapped joy and mutual benefits of mentoring within the financial advice profession. This keynote delves into how seasoned professionals can reignite their passion for the industry by shaping the future leaders of financial planning. This session promises not only to rejuvenate your professional outlook but also to show how mentorship can be a beacon of inspiration for both mentor and mentee.
Blueprint for Tomorrow: Mastering Succession Planning

Succession planning isn't just about ensuring business continuity; it's about cementing your legacy in the financial world. With a focus on strategic alignment and emotional intelligence, this keynote will guide you through creating a roadmap that honors your contributions and ensures the future prosperity of your practice.
Unlocking the Wealth Within: Pricing the Priceless

In a profession driven by numbers, the intangible value you provide—peace of mind, informed decisions, and the confidence to navigate life's financial complexities—is often the hardest to quantify and charge for. This presentation is a must-attend for those looking to confidently assert their worth, ensuring their pricing reflects not just the services they offer, but the irreplaceable guidance they provide.