Born into a prominent Brazilian family with a rich business heritage, Julio was learning the principles of wealth creation when most children his age were still learning to ride a bicycle. By his late teens, he had established several thriving enterprises in his home town of Rio de Janeiro, including a clothing manufacturer and food retail business.
On graduating from secondary school he studied economics, before the appeal of fresh challenges drew him to Australia. He arrived with no English, no knowledge of the Australian business culture, no business contacts, and no starting capital. Within seven years Julio had mastered the language, attained a commerce degree and diploma in financial planning, and built substantial business interests with an enviable net worth.
Not long after, he conceived the unique business model for JDL Strategies. It was a concept born of his frustration with the second-rate advice and fragmented service he encountered when seeking professional help to manage the wealth he had created in this country. Many of the advisers he came across were clearly product-focused, rather than client-focused. And with different advisors selling a huge variety of products, consumers faced a daunting task in pulling together and making sense of all the information.
Julio identified a strong market need for a company that could save people time and money by integrating financial planning, accounting, finance, and property investment services into a cohesive package.
Today, Julio has created just that, with JDL Strategies.
He is now one of Australia’s most sought-after investment communicators, headlining the Perth Money Show for three years running, and speaks regularly at events around the country. With his dynamic presentation style, his innovative take on investing, and his passion for demystifying the principles of wealth creation, he has been called “Australia’s answer to Financial Intelligence”