Partners Wealth Group
Julie Cassidy is an experienced finance professional currently serving as Corporate Partnerships Manager and Head of Lending at Partners Wealth Group, where a focus on client engagement and comprehensive financial support is emphasized. Prior experience includes roles as Principal Consultant at Western Union Business Solutions, where Julie specialized in developing foreign exchange and international payment strategies, and positions at Travelex and Commonwealth Bank of Australia that encompassed foreign exchange consulting and institutional banking. Julie's educational background includes a Bachelor of Commerce from the University of Melbourne and a Diploma of Finance & Mortgage Broking Management from AAMC Training Group.
This person is not in any teams
Partners Wealth Group
Helping you to navigate life's financial decisions. Partners Wealth Group is a diversified wealth management business offering financial advice, investments, superannuation, lending and legal solutions. We believe in the power of personalised advice and collaboration to deliver tailored, innovative wealth solutions to help clients achieve their financial and lifestyle goals. A genuine approach to collaboration is at the heart of our philosophy of being stronger together; this is encapsulated in our logo of three geese flying together in formation, representing our clients, our partners and ourselves working together for better outcomes. Learn more about us https://www.pwg.com.au/