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.
PJ is very competent and experienced in what he does. He is available all the time and communicates effectively. I am very happy with my experience and totally his services.
PJ & his team have helped me secure 2 properties over the past 24 months, set myself up as a business and put strategies in place to reduce my tax. I've been extremely happy with his input to date.
My husband and I have been a client of PJ for 5 years and have always found his service very professional, diligent and reliable. The service is very efficient and he responds extremely quickly to any queries. We have recommended PJ to all our colleagues.
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!
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.
- Adviser status Gold
- Number of reviews 21
- First year providing advice 2018
- Years of experience 5
- Bachelor of Commerce
Elixir Wealth AdvisoryLevel 1, 1 Queens Road
Melbourne, VIC 3004
- 10:00am – 2:00pm Sunday
- 7:00am – 7:00pm Monday – Friday
- 9:00am – 4:00pm Saturday
Axies Pty. Ltd.