About

Julie Matheson, BA (UWA) DipFP (Deakin) CFP, LRS (FPA)

Julie Matheson

A Business Specialist, Local Government expert and Political Adviser since 2010.

I am a Certified Financial Planner, a founding member of the Financial Planning Association of Australia (IAFP 1989) and a FPA Board Member (2006-2016, 2020 re-elected); a well known identity of WA local government, a UWA Political Science graduate, and member of UWA Convocation Council since 2016.

I was awarded the FPA Distinguished Service Award (2016) for exceptional contribution to the profession and in the same year received the WA Local Government Merit Award for distinguished service to the community through the local government of Subiaco.

With more than 30 years experience in financial services, I consult to firms to provide Peloton Partners iDELIVER program to Discover the Right Fee and Right Service to more than 8000 clients in Australia.