Pj Roghanchi

Elixir Wealth Advisory

Bronze
4 Yrs Experience
Melbourne, VIC 3004
M Data Science, BCom (Hon), ADFP, CIPM Principal 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. PJ is a senior associate of FINSIA, an afa member and a full member of MFAA.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.80
  • Number of reviews 19
  • First year providing advice 2018
  • Years of experience 4
  • 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

4.80
19 Reviews
5
4
3
2
1
4.80
Clear communication
4.75
Knowledge & expertise
4.85
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 19

Sort by

4.25

"PJ was excellent in helping myself and my partner secure our first property. As complete novices, we had very little preexisting knowledge and all the anxiety to match. PJ addressed our every question with patience and knowledge, and always put our minds at ease. We would recommend PJ to anyone looking to enter the intimidating real estate market!"

  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Since beginning my journey with Elixir, PJ and the rest of the team have always provided sound advice, support and clarity and have made my financial portfolio management a seamless endeavour - from superannuation to shares to real estate, and everything in between. I would highly recommend their services as a firm, especially to healthcare professionals."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Pj has been very helpful to us with managing our finances, budgeting and loan for our 1st home. Pj has been very involved and ever present every step of the way and help guide through the complex process. I feel very confident in his advise given was right for our needs. Than you."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"PJ and his team provide an exceptional service. They helped me with obtaining a loan and securing a property. They are easily accessible and readily available. I trust them and would highly recommend them to my fellow surgical colleagues."

  • Cashflow & Income
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"PJ has given me prompt and clear advise that has helped me in many areas of my finance in 2020 that culminated in buying my first apartment. He and his team were very thorough and I highly recommended his services."

  • Financial Hardship
  • Cashflow & Income
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Incredible level of service. Attentive and extremely close communication during a time when I needed it most. As a medical professional who isn't financially minded, having PJ's help when I was transitioning from registrar to consultant while navigating mortgages for a new property was deeply appreciated. I was confident in PJ's assessment and help, felt very cared for by PJ and his practice, and by both his versatility with providing qualitative and quantitative information."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Pj is the best withount any doubt"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Financial Hardship
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"PJ has been excellent to deal with, and always answers questions and works with me to make sure I understand my income and my investments. He also manages my super and my Income Protection and provides advice for the best strategies to ensure wealth growth and creation. He has gone through lengths and despite being in a different state, he has endeavoured to make sure I am regularly kept up to date and is always contactable if you have a pressing query. His team is also well rounded and looks after me and my wife very well."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"PJ is very professional, reliable, knowledgeable and trustworthy. My wife and I l both are very happy to anounce that PJ has done a great job for us. He. Cares about your problems and concerns. He always has a solution for you. He goes beyond his duties to do the best for you! He is awesome."

  • Superannuation
  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"PJ is an all-rounder who works hard and provides great service for his clients. He's experienced across the finance world and as such is able to provide good advice/feedback for different things. I got my home loan and car loan through him and he manages my super too."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 19

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Financial Hardship
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Investment Banking Institute
Completed
2012

Diploma of Finance and Mortgage Broking

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2013

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
La Trobe University
Completed
2010

Professional Memberships

Mortgage and Finance Association of Australia (MFAA)

Membership type
Member
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