Meet the team at
Three Pillars Wealth Management

Julian is a Certified Financial Planner (CFP®), Aged Care accredited, and is a member of the Financial Planning Association. He has over 20 years' banking experience that includes 15 years as a Senior Financial Planner. Julian has also made time to be both a mentor and coach junior planner staff; ensuring his industry knowledge and best practises are passed on to the next generation of advisers. 

Prior to this role Julian managed a team of Westpac Financial Planners in the Hunter Region. He also has extensive finance and investments experience gained during his time at a boutique international Fund Manager where he grew his in-depth knowledge of taxation strategy, products, platforms and social security whilst undertaking a number of key roles. Julian prides himself in understanding the needs of his clients and communicating in a way that is confident, friendly and easy to understand. Due to his extensive career and experience he is able to provide comprehensive advice around a range of solutions across all areas of the financial planning space and works closely with other professionals to bring together a cohesive plan for his clients. 

Working alongside of Julian is an
amazing team of talented professionals

  • Linda Piriz – Planner Assistant

  • Bianca Charman-Smith – Paraplanner

  • Helen Green – Planner Assistant

Julian Payne

Senior Financial Planner

 

Hear from some of Julian's clients...

“Julian and his team have helped us to retire and live a happy and rewarding lifestyle 5 years
earlier than we thought possible. He explains his profession in a way we can easily understand. We thoroughly recommend Three Pillars Wealth Management for your investments.”
— Bernie & Lyn S
“Julian is an impressive Advisor in terms of his genuine desire to understand his clients needs and making the appropriate recommendations. He is more than abley backed by an efficient, friendly and caring team. The real test of a trusted Advisor is would you recommend them to family and friends. Without hesitation I have done this a number of times knowing they will be in the best of hands.”
— Tom & Maria
“When it comes to financial planning there are few that can match the genuine friendly and
professional approach of Julian and his team. They are keen to understand what makes you
tick before considering your personal goals and needs. The team are easy to relate and
communicate with and give us confidence in dealing with our hard-earned savings. They talk our language and ensure we fully comprehend every recommendation before moving forward. Very comfortable with our Financial Adviser.”
— B C M
“Wonderful group of people who helped me immensely after the death of my husband at 58 and only for there expertise, guidance and financial planning I would not be in the comfortable financial position I am in. l could not recommend them more highly.”
— Karen J
“Julian, Linda and the Three Pillars team are professional, competent, friendly and actually seem to care about me as a person and as a client. ”
— Carol K
“Completely happy with the service from Three Pillars. Someone is always available to answer questions. We have no hesitation in recommending Thee Pillars Wealth. They have looked after our assets over a number of years. We certainly couldn’t go it alone.”
— Vikki G