Yulia Freilekhman

Yulia is a Financial Adviser known for her strategic, structured approach to helping clients build and manage wealth with clarity and confidence. With over nine years’ experience in financial planning, she specialises in simplifying complex financial situations and designing tailored strategies that align with each client’s long-term vision.

Her experience spans working with high-net-worth clients and those approaching or transitioning into retirement, where thoughtful structuring and forward planning are key. Yulia is particularly valued for her ability to bring organisation and direction to situations that often feel overwhelming.

In addition to her advisory role, Yulia has previously run a business focused on educating Australians on money management and wealth-building, giving her a deep understanding of both financial strategy and human behaviour.

In addition to the required qualifications, she holds a master’s degree in financial planning and was put forward for the 2025 INFIN Strategy Adviser Award, recognising her strength in strategic advice and client outcomes.

Outside of work, Yulia is an avid gym-goer who enjoys strength training and unwinds by tackling escape rooms and solving puzzles, anything that challenges her to think strategically.

Authorised Representative No. 1263858