Julian Prendergast

Financial Adviser | Regional Head of Advice
Julian Prendergast headshot
Since joining the Invest Blue (now Ironbark) in 2007, Julian has progressed from Paraplanner to Financial Adviser, Team Manager, and now Regional Head of Advice.

He continues to personally advise a select group of clients while leading and supporting advice teams nationally.

Julian partners with ambitious individuals and families, delivering holistic, values-based financial advice designed to create meaningful, long-term outcomes. He is passionate about aligning financial strategy with personal purpose, helping clients build security, freedom, and confidence to live their best possible lives.

Julian holds the Certified Financial Planner® designation, a Bachelor of Agricultural Economics, and an Advanced Diploma of Financial Services (Financial Planning). He has also been recognised as a Most Trusted Adviser (MTA).

Julian Prendergast headshot
Qualifications
  • Certified Financial Planner CFP®
  • Bachelor of Agricultural Economics
  • Advanced Diploma of Financial Services (Financial Planning)
  • Diploma of Financial Services (Financial Planning)
  • Self Managed Superannuation Funds Accreditation
  • Borrowing within Self Managed Superannuation Funds Accreditation
  • Certificate IV in Financial Services
  • Most Trusted Adviser designation; Beddoes Institute
  • Most Trusted Adviser 2023
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This website contains general information only and does not consider your personal financial circumstances or needs. To the extent permitted by law, Ironbark Advice is not liable for any loss or damage arising because of a reliance placed on the contents of this page.  

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Ironbark Advice is comprised of the following wholly owned entities of Ironbark:

Invest Blue Direct Pty Ltd (ABN 31 127 861 661) trading as Ironbark Advice, is a Corporate Authorised Representative of LFC Group Pty Ltd (ABN 35 644 576 965), AFSL 526600.