Elisa decided to pursue a career in Financial Planning knowing she would be able to make a positive difference in peoples lives through helping them to have a better relationship with money and their finances. If people have better control over what they are doing today with their finances, this massively changes the outcomes for tomorrow or their future. It also gives them a greater peace of mind which flows through to their relationships with themselves and their family. Allegra Financial was started because Elisa had a bigger belief about what Financial Planning was all about, rather than what she was being asked to deliver with her employment in Financial Institutions and larger firms. So she decided to start a Financial Planning business that aligned with her values.
Elisa works with positive, open minded people who want more from life and are willing to work with someone to make it happen. Those who seek to remove undue stress from the process of making the right financial decisions, so they can act with great confidence and know with certainty that what they are doing today will achieve the right outcomes for tomorrow. She invests her time in seriously getting to know her clients and what is important to them and often it is not all about the money. Allegra Financials' focus is to be very holistic, friendly approachable.
Elisa's studies include Bachelor of Commerce, majoring in Accounting, Finance and Financial Planning. She has completed all the FASEA education requirements and the professional exam. She is also registered as Tax (Financial) Adviser with the Tax Practitioners Board (TPB).
- Adviser status Gold
- First year providing advice 2011
- Years of experience 13
- Bachelor of Commerce (Financial Planning, Finance and Accounting)
Allegra Financial Pty Ltd124 Albert St
Ballarat Central, VIC 3350
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Nextplan Financial Pty Ltd