Meet the Team

Meet the dedicated team at Heathmont Financial.


Julian McGoldrick

Julian is the principal financial planner and the founder of Heathmont Financial Services, where he brings over 20 years of experience helping individuals and families achieve financial security and peace of mind. As a trusted adviser, Julian focuses on delivering personalised financial planning strategies that support long-term wealth creation, retirement planning, investment management, and risk protection. He prioritises his clients’ financial interests with a mission to empower them to make informed decisions and live life without limitation. Julian’s approach combines deep industry knowledge with genuine care and a commitment to continuous improvement and lifelong learning.

Separate to work, Julian enjoys the gym, taking his Mustang for a drive on weekends and enjoying time with family and friends.


Sofie Korac 

Sofie joined Heathmont Financial Services as Operations Manager, where she supports the team with administration and the implementation of financial planning strategies. With 20 years’ experience in the financial planning industry, Sofie brings a strong understanding of advice processes and a practical, client-focused approach to her role. 

Outside of work, Sofie enjoys travelling, keeping fit at the gym, and spending time with family and friends. She is married to Tony, and their adult son is currently studying in Germany — which gives her a great excuse to plan future trips.


Miray Antoun

Miray is the Client Service Manager at Heathmont, dedicated to making every client’s experience easy, clear, and well‑supported. She assists with day‑to‑day enquiries, keeps processes running smoothly behind the scenes, and ensures clients always feel informed and looked after throughout their financial planning journey.

Miray holds a Bachelor of Science (Mathematics) and a Bachelor of Business (Finance), as well as a Graduate Diploma in Financial Planning.

Outside of work, Miray enjoys exploring different foods and cuisines, caring for her aloe vera plant and terrarium, reading, going for outdoor walks, and spending time at the gym.


Kiana Behrady

Kiana is an Administrative Assistant at Heathmont Financial Services, where she has been a valued member of the team since 2024. She supports day-to-day activities with an organised approach and a reliable work ethic.

She has recently completed a bachelor’s degree in psychology and enjoys spending time with friends and family, getting lost in a good book and staying active at the gym.

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Heathmont Financial Services Pty Ltd (ABN 68 106 250 104) trading as Heathmont Financial Services is a Corporate Authorised Representative (No. 262098) of Knox Wealth Management Pty Ltd (ABN 74 630 256 227), Australian Financial Services Licence Number (AFSL) 513763.

Julian McGoldrick is an Authorised Representative (No. 262098) of Knox Wealth Management Pty Ltd AFSL 513763.

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