Andrea Elmargi

Innovative Wealth Management

23 Yrs Experience
Revesby, NSW 2212

Mobile phone : 0401984379

With over 20 years’ experience in the financial services sector, I’m proud to have helped many of our clients achieve peace-of-mind and realise their best possible wealth solution strategies. I have assisted many clients; their families and businesses achieve their goals by having a deep understanding of their needs and what is important to them. I pride myself to be the go-to person for my clients for financial guidance, education and personal financial advice. I assist clients with the following: -Optimising their wealth accumulation and retirement savings e.g Superannuation -Optimise their broader financial situation, -Protect their wealth and family financial future e.g right insurance cover, set up kids on their right path, plans for their estate. -Navigate major life events e.g. Birth of child, divorce, downsizing family home, age care, deceased estate. - Understand their retirement needs and cashflow requirement in retirement, Centrelink benefits and respond to legislation changes. - Help them develop and implement their financial plan to provide a comfortable retirement. To help them feel confident about their retirement plan progress and staying on track. Key values: • Client’s needs are met first. • Deliver my services with high integrity and care for my clients, community and industry. • Challenging myself and others to think differently about complex problems and challenges, to identify a true breakthrough solution.


  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting
My fees
Get in touch

We will discuss and agree the actual fees with you before we proceed and where relevant fees and commissions will be disclosed in the advice documents provided to you.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.98
  • Number of reviews 14
  • First year providing advice 2001
  • Years of experience 23
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Innovative Wealth Management

Shop 2, 8-10 Revesby Place
Revesby, NSW 2212

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

Charter Financial Planning

AFSL 234665