Elise has been in the financial planning industry for over 15 years and has personally been invested in shares and property since her early 20's. When it comes to financial planning, Elise believes you're never too young to get started. Elise has a strong focus on educating her clients and simplifying the often-confusing jargon of the industry, to allow her clients to make informed decisions about their financial lives. Working closely with her clients to accumulate and protect their wealth increases the probability of them achieving their long-term goals and objectives and gives Elise great satisfaction.
I have met with Elise as a Senior Planner at CBD Advisory for my annual reviews and check-ins. She is always welcoming and engaging. She breaks down concepts and gives me a clear indication of my situation and helps me clarify my goals and direction. I can leave a session with a new idea or way to handle a situation and I feel comfortable and confident in her advice. You can tell she loves what she does for work and I enjoy working with her towards achieving my goals.
Elise gave me the confidence to know that how I was managing my finances was in the right direction. Through Elise’s experience and knowledge in the industry she was able to help me identify a strategy and highlight other areas that I had not considered for investment. Elise articulated the nitty gritty and simplified it so that I could better understand the underlying concepts. I had always thought I was financially responsible and that In the event of something happening to me, my loved ones would be taken care of financially. Elise provided much needed education in this area. I now have the piece of mind to know they will be taken care of in the immediate and long term. With Elise’s encouragement and sound advice I have been able to stick to my strategy and obtain my financial goals.
Elise gave me wonderful advice about growing and managing my finances. She helped me find a super fund that best ticked all my boxes, start investing in shares and great advice about savings and savings accounts. Elise’s knowledge and clear explanations made me feel so much more confident with my money and understanding the world of finances! Thanks Elise!
Financial matters are not my cup of tea however, Elise provided me with a clear and concise strategy for the future. She managed to take a huge weight off my shoulders. I feel confident that I'm in good capable hands.
Elise is very knowledgeable and up to date with what is happening in the global markets to date. She encourages "the not to stress about your super", as we have plenty of time and that it will get to where it has to go by the time we retire.
- Adviser status Silver
- Number of reviews 8
- First year providing advice 2008
- Years of experience 15
- Master of Applied Finance (Financial Planning)
CBD AdvisoryWestfield Tower 2, Suite 1501A, Level 15, 101 Grafton St
Bondi Junction, NSW 2022
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Asvw Financial Services Pty Ltd