Julius Garofali

Director - Private Wealth at River Investment Management
  • Claim this Profile
Contact Information
Location
Greater Sydney Area, AU
Languages
  • English Native or bilingual proficiency
  • German Limited working proficiency
  • Hebrew Elementary proficiency

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Director - Private Wealth
      • Feb 2023 - Present

      River Investment Management is an independant wealth management firm which serves as the home team for wholesale investors and corporate clients. Our clients include high-net-worth individuals, charities, non-for-profits, foundations, trusts, family offices, superannuation funds and institutions, providing a more personal and modern alternative to big banks, brokerages and investment firms. River Investment Management is an independant wealth management firm which serves as the home team for wholesale investors and corporate clients. Our clients include high-net-worth individuals, charities, non-for-profits, foundations, trusts, family offices, superannuation funds and institutions, providing a more personal and modern alternative to big banks, brokerages and investment firms.

    • United States
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Senior private wealth manager
      • Mar 2003 - Jan 2023

      PROVIDING TAILORED TRADING ADVICE Julius currently manages High Net Wealth clients to achieve their financial goals by providing quality investment advice and strategies. As a Private Client Adviser, Julius helps you develop and grow your investments with a flow of timely, valuable targeted trading strategies. Whether you are an experienced investor looking to confirm your own ideas, or new to the market and learning how to trade, Julius will provide you with accurate and structured trading advice. In line with Shaw's best financial practices, Julius works in partnership with you to understand your unique financial circumstances to determine an appropriate strategy to best achieve your objectives respecting your appetite for risk. Irrespective of your investment style we can assist you: - Plan each trade, including profit-taking points - Find high-probability trades with attractive risk/reward ratios - Identify suitable intra-day trading ideas - Provide market intelligence Show less

    • Director
      • 1999 - 2014
    • Investment Banking
    • 1 - 100 Employee
    • Associate Financial Advisor
      • Jan 2000 - Mar 2003

      Equity Research Sales & Advice to Austrian, German and Switzerland's largest banks and portfolio managers, by servicing them with Australian equity opportunities, largely via Capital raisings & Derivative opportunities on top 10 ASX blue chip stocks. Also to a lesser extent on Bonds, Funds & Fixed Interest investments. Equity Research Sales & Advice to Austrian, German and Switzerland's largest banks and portfolio managers, by servicing them with Australian equity opportunities, largely via Capital raisings & Derivative opportunities on top 10 ASX blue chip stocks. Also to a lesser extent on Bonds, Funds & Fixed Interest investments.

Education

  • Deakin University Melbourne
    Accredited Derivatives Adviser (ADA 1 & 2), Australian Derivatives - Equity, Fixed Initerest, Commodity, Currency & Futures
    2006 - 2007
  • Deakin University Melbourne
    ASIC Accredited in Margin Lending & Geared Investments
    2005 - 2005
  • Securities & Derivatrives Institute Australia
    Dipoloma of Financial Markets, Financial Markets
    2001 - 2004
  • Deakin University Melbourne
    ASIC Accredited in Superannuation
    2003 - 2003
  • Knox Gramma School
    1993 - 1999

Community

You need to have a working account to view this content. Click here to join now