Julie Matheson CFP®
, Speaker, Mentor & Founder • Finwise™ Leadership Australia
Julie Matheson is a Certified Financial Planner CFP® and recipient of the prestigious FPA Distinguished Service Award. She has dedicated her career to elevating and promoting the financial planning profession across Australia.
With her expertise and experience as a former AFSL business owner and Director of the FPA/FAAA, Julie offers a unique perspective on the challenges and opportunities facing today’s financial planning practices.
As Founder of Finwise™ Leadership Australia, she specialises in three critical pillars of modern financial planning: mentoring Professional Year supervisors, pricing advice, and applying the Code of Ethics to real-world practice. Her deep understanding of pricing enables advisers to confidently articulate and capture the true value of their services in a competitive marketplace.
Whether presenting to emerging professionals, seasoned planners, or industry leaders, Julie speaks with authenticity and an unwavering passion for the profession. She is the financial advice profession’s #1 fan.
With her expertise and experience as a former AFSL business owner and Director of the FPA/FAAA, Julie offers a unique perspective on the challenges and opportunities facing today’s financial planning practices.
As Founder of Finwise™ Leadership Australia, she specialises in three critical pillars of modern financial planning: mentoring Professional Year supervisors, pricing advice, and applying the Code of Ethics to real-world practice. Her deep understanding of pricing enables advisers to confidently articulate and capture the true value of their services in a competitive marketplace.
Whether presenting to emerging professionals, seasoned planners, or industry leaders, Julie speaks with authenticity and an unwavering passion for the profession. She is the financial advice profession’s #1 fan.