Elise has been in the financial planning industry for over 15 years and has personally been invested in shares and property since her early 20's. When it comes to financial planning, Elise believes you're never too young to get started. Elise has a strong focus on educating her clients and simplifying the often-confusing jargon of the industry, to allow her clients to make informed decisions about their financial lives. Working closely with her clients to accumulate and protect their wealth increases the probability of them achieving their long-term goals and objectives and gives Elise great satisfaction.
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touch
Recent reviews
At a glance
- Adviser status Silver
- Rating
- Number of reviews 8
- First year providing advice 2008
- Years of experience 16
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Highest qualification
- Master of Applied Finance (Financial Planning)
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Language spoken
- English
CBD Advisory
Westfield Tower 2, Suite 1501A, Level 15, 101 Grafton StBondi Junction, NSW 2022
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Asvw Financial Services Pty Ltd
AFSL 446176