Julian Millman is a Senior Financial Adviser having worked in the profession for over 10 years. His formal qualifications include a Diploma in Financial Markets from the Securities Institute and he is currently completing a Bachelor of Business Degree in Financial Planning at RMIT.

Julian began working in a privately owned financial planning practice in 1997. In December 2003 Julian established Next Level Financial Services, after identifying a need to provide individuals and families with a truly personalised financial and investment service. Julian wanted to provide a complete service, whereby a client's entire financial position and goals would be identified, directed and reviewed on a regular basis.

In his role as Managing Director of Next Level, Julian has the responsibility of setting the strategic vision of the firm and overseeing all functions in the running of the business.

Julian is the 'ideas man' and he is dedicated to researching and offering unique investment products and services to our clients.

Julian balances his life with wife Shani and their two young children, Daniel and Romi. He is a keen supporter of the West Coast Eagles and always enjoys a game of golf.

Julian@nextlevelfinancial.com.au

Belinda Lundberg is also a Senior Financial Adviser with over 12 years experience in financial planning. At age 24 Belinda was the youngest person ever to be appointed as a Certified Financial Planner, being the highest recognised designation in the industry. She also has a Diploma in Financial Planning and a Bachelor of Business Degree in Financial Planning.

Belinda joined her father's financial planning practice, Investwell Australia, in 1994. After discovering her passion for helping clients to achieve their goals, Belinda undertook the journey of developing her career in financial planning. She played an integral role in the development and client management of her father's business and is now realising her dream of building a unique and successful business of her own. Belinda takes great pride in ensuring her clients receive the personalised service they deserve.

Belinda is responsible for identifying opportunities and developing strategies for our clients. As a Director of Next Level Financial Services she also has the joint responsibility of ensuring the business continues to evolve to the 'next level'.

Belinda married her husband Craig in 2002. Together they enjoy traveling and dining out. Belinda and Craig are also keen tennis players and love socialising with family, friends and associates.

Belinda@nextlevelfinancial.com.au

Katie Molloy recently joined Next Level Financial Services as the Client Services Manager. Her exceptional client relationship focus and communication skills made her an obvious choice for this role

Katie is responsible for providing support to the Advisers and assisting our clients in the day to day management of their financial affairs.

She completed a Bachelor of Commerce/Arts at Deakin University in 2006 and is now completing the Diploma of Financial Services (Financial Planning).

Away from work Katie enjoys watching movies and spending time with friends and family.

Katie@nextlevelfinancial.com.au