Connect with meJulia advises on financial lines matters with a focus on litigated and non-litigated professional indemnity claims. She is particularly known for her defence of professional negligence claims involving financial advisors, mortgage brokers, solicitors, real estate agents and architects.
She also has experience in providing insurers with coverage and monitoring advice regarding D&O and management liability policies, including acting in D&O claims in connection with public examinations and claims relating to insolvency.
Julia has acted in matters heard in the Supreme and County Courts of Victoria and matters determined by the Australian Financial Complaints Authority.
- Advising insurers on policy coverage in several professional negligence claims, fidelity claims, and directors and officers claims.
- Acting on behalf of former directors and officers of companies in liquidation in public examinations, including responding to summons to produce, and preparing for and instructing at examinations in the Federal Court.
- Defending claims involving various financial professionals and building and construction professionals regarding negligence and contractual claims.
- Acting on behalf of financial services licensees in claims arising from negligent financial advice and breaches of the Corporations Act and Australian Securities and Investments Commission Act in the County Court of Victoria.
- Acting for a mortgage broking firm in preparing submissions in response to a complaint before the Australian Financial Complaints Authority, where the determination was issued in favour of the mortgage broker.
- Successfully acting for a stock broking company in a dispute that involved a breach of fiduciary duties and a breach of contract.
- Advising on the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry for both an insurance company and a superannuation fund.
Areas of Expertise
- Directors and Officers Liability
- Financial Institutions
- Inquiries, Investigations and Prosecutions
- Professional Liability
Industry Representation
- Financial Institutions and Services
- Professions and Business Services
- Construction and Infrastructure
Professional Affiliations
- Australian Insurance Law Association
- Law Institute of Victoria