Jean-Loup JULIEN
Benowa,QLD
Summary
Financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Over thirty years of professional experience
Overview
33
33
years of professional experience
11
11
years of post-secondary education
Work History
Director Senior Financial Consultant
Fidélia Pty Ltd
01.2019 - Current
- provided expert financial advice and personalized investment strategies.
- Developed comprehensive financial plans for clients to achieve their short-term and long-term goals.
- Assisted clients during major life events, such as retirement planning or wealth transfer, preserving financial stability throughout transitions.
- Implemented New Caledonian tax-saving strategies for clients, maximizing returns and minimizing liabilities.
- Assisted clients with business valuations and completing trades and transactions to assess and meet financial goals.
- Presented financial and forecast plans and investment recommendations to clients.
- Studied financial documents to identify potential areas needing improvement.
Lead and managing partner Chartered Accountant
Fidec Nc .
Nouméa
01.2004 - 11.2018
- In charge of development and strategy, subsidiaries and related services.
- Provided and developed financial and legal restructuring ,business valuation,
- Established financial statements and ensured compliance with tax regulations for clients.
- Provided valuable insights to clients through comprehensive financial analysis and strategic planning.
- Developed strong relationships with clients, fostering loyalty through exceptional service and professional advice.
- Trained new employees on accounting principles and company procedures.
- Identified New Caledonian legal tax savings and recommended ways to improve profits.
- Researched technical tax issues to define tax effect or impact of certain tax positions.
- managed of tax disputes for clients.
Legal Auditor
Audit partner of PricewaterhouseCoopers NC
Nouméa
01.1991 - 12.2003
- Enhanced financial accuracy by conducting thorough audits and identifying discrepancies in financial statements.
- Increased internal control effectiveness through diligent evaluation of processes and providing recommendations for improvement.
- Managed multiple concurrent audit engagements, prioritizing tasks to meet deadlines without compromising quality.
- Trained new employees on accounting principles and company procedures.
Education
DEC (Highest Degree in Accounting And Audit) - Diplome D'expertise Comptable
Ministry of Education
Paris 01.1985 - 10.1990
Master of Science - DESCF Accounting, Law, Tax And Finance
Université Saint Jérôme
Marseille, France 01.1980 - 11.1984
Skills
- Financial Analysis
- Business Valuation
- Tax Law Expertise
- Investment Consulting and Planning
- Financial Forecasting
- Financial Advising
- Debt Restructuring
Languages
French
Native or Bilingual
English
Professional Working
Timeline
Director Senior Financial Consultant
Fidélia Pty Ltd
01.2019 - Current
Lead and managing partner Chartered Accountant
Fidec Nc .
01.2004 - 11.2018
Legal Auditor
Audit partner of PricewaterhouseCoopers NC
01.1991 - 12.2003
DEC (Highest Degree in Accounting And Audit) - Diplome D'expertise Comptable
Ministry of Education
01.1985 - 10.1990
Master of Science - DESCF Accounting, Law, Tax And Finance
Université Saint Jérôme
01.1980 - 11.1984
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