Pj Roghanchi

Elixir Wealth Advisory

Gold
6 Yrs Experience
Melbourne, VIC 3004

LLB, M Data Science, BCom (Hon), ADFP, CIPM

Elixir Wealth Advisory only deals with Medical Professionals.

Being inspired by knowledge, PJ pursues his passion for study alongside his professional career. Having completed a degree in Social Sciences and Anthropology from Dalhousie University in Nova Scotia, Canada, PJ began studying Commerce and Finance at LaTrobe University, Melbourne.

PJ graduated as a qualified accountant with first class honours. He was then admitted into a post-graduate program in Data Science and Analytics at Monash & Finance discipline at LaTrobe. PJ is also currently following a Chartered Financial Analyst (CFA) designation with the CFA© institute and is almost a CPA.

PJ operates a success General Practice and Family Doctors Clinic in Melbourne and his expertise is advising doctors on business planning, ownership structures, recruitement and operation of their business or their practices.

With several years of experience in financial services, PJ has served institutional banking at Macquarie bank and has been heading debt and mortgages at multiple large, mid-tier and small firms, as a key person and responsible manager. In 2015, PJ founded Elixir Wealth Advisory to bring the most expert tax and accounting services, a unique insight of institutional know-how and private wealth management dedicated exclusively to Medical Professionals and Medical Practices.

He spends downtime cycling and playing a game of golf. He is also passionate about tech-startup and venture capital investments and he has been involved with developing tech solutions and platform in Canada, British Columbia.

PJ is a senior associate of FINSIA, an afa member and a full member of MFAA and currently pursuing a legal studies and training.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 24
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Elixir Wealth Advisory

Level 1, 1 Queens Road
Melbourne, VIC 3004

Opening hours

  • 10:00am – 2:00pm Sunday
  • 7:00am – 7:00pm Monday – Friday
  • 9:00am – 4:00pm Saturday

Licensed by

Axies Pty. Ltd.

AFSL 339384