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Julie Banks

Julie Banks

Julie is Orange Network's Special Projects Analyst. While advisers and client managers look after today's files, Julie works on the pieces that make the firm better over time — analysis, process improvements, and projects that don't sit neatly in a day-to-day caseload.

That can mean reviewing how information flows, supporting leadership with the numbers and research behind a change, or helping stand up a new way of working so clients get a clearer, faster experience. The work is mostly behind the scenes, but the point of it is always the same: fewer gaps, better decisions, and a service that keeps improving.

If you are a client, you may not deal with Julie directly. You will still benefit from the systems and improvements she helps put in place. She is based with the team in Paraparaumu.

Book a 15-minute intro with Julie

Phone-shot video intros for each adviser are on the way. Until then, book a short in-home or online chat — same idea, live.

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Our advisers can travel to you for an in-home meeting or arrange a virtual catch up. We're happy to work around your schedule.

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