Enduring client relationships are a family legacy in which Julie holds great pride. As the Managing Director of Ford & Associates she continues the commitment to premium service her parents Barry and Margaret began back in 1964 when they founded the business. Today, it is not uncommon for Julie and her team to assist second and third generations of Canberra families; a true testament to the high esteem in which the Ford family name is held.
Julie Ford is known for helping small business owners, tradies, builders and construction workers to protect their wealth and assets – now and into the future – through tailored financial plans inclusive of appropriate risk insurances. Additionally, she is also authorised to facilitate general insurances. These combined qualifications are underpinned by more than two decades of industry experience. Whilst her tenure and credentials are formidable, her clients also value her down-to-earth approach. Julie has a sincere and powerful sense of empathy that propels her work ethic beyond getting the job done to truly personalised service, ever mindful of her clients’ entire financial position and their evolving needs as their lives, careers and families mature.
Julie Ford Adviser Authority #236038, Corporate Authorised Representatives CAR 276865 of Insurance Advisernet Australia Pty Ltd ABN 15 003 886 687 AFSL 240549.
Julie Ford is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306
James joined the team in 2016 bringing with him a diverse background outside of the insurance Industry. James’s roots are in rural Australia where he grew up and on leaving school spent some years working. He then decided to change direction and once completing a course in IT spent over 15 years in both private and public-sector roles specialising in risk management of IT systems.
Through this diverse background James brings a unique perspective to risk management for our clients with the ability to see things from different angles whilst designing strategies to meet client’s needs.
James Hewitt Adviser Authority #1235330, Corporate Authorised Representatives CAR 276865 of Insurance Advisernet Australia Pty Ltd ABN 15 003 886 687 AFSL 240549.
Kath Holds a BA in Administration and Human Resource Management and Diploma in Dip of Financial Services (ins Broking). Kath has been involved in the Insurance industry since 1990, originally assisting in her father’s business then moving through multiple roles gaining a vast knowledge of the industry.
In 2015 she found her home with Ford and Associates. This position has been a perfect match for both Kath and Ford and Associates. It enables her the flexibility to maintain involvement in many community sports and programs, particularly her involvement with Softball ACT and a supporter of the Leukemia Foundation and Cancer council. Kath’s experience in the industry has enables her to advocate on behalf of her clients ensuring the best outcomes when placing cover and more importantly through the claims process
Kath Tosic Adviser Authority # 263461, Corporate Authorised Representatives CAR 276865 of Insurance Advisernet Australia Pty Ltd ABN 15 003 886 687 AFSL 240549.
I worked in this business from 2006-2013 as Personal Assistant to Julie Ford, and then returned again in 2019. I have over 14 years of experience in the Financial Planning and General Insurance industry. Since returning I have completed my Tier 2 in General Insurance, and am now in the process of completing a Diploma of Insurance Broking.
I really enjoy my interactions with our clients and learning about them and their businesses.
In my free time, I enjoy being involved with my children and their sport.
Megan Brophy Authorised Representative # 1279913, Corporate Authorised Representatives CAR 276865 of Insurance Advisernet Australia Pty Ltd ABN 15 003 886 687 AFSL 240549.