Pj Roghanchi

Elixir Wealth Advisory for Doctors

Gold
7 Yrs Experience
Preston, VIC 3072

LLB | Master of Data Science | B.Com (Finance & Economics) (Hons) | ADFP | CIPM

PJ Roghanchi is the Principal Adviser of Elixir Wealth Advisory, a specialised advisory practice dedicated exclusively to Medical Professionals and Clinical Businesses. Elixir was founded on the principle that Medical Practitioners deserve advisory representation equal to their complexity, contribution, and economic importance — combining institutional banking expertise with advanced tax strategy, practice growth advisory, and multidisciplinary commercial structuring.

PJ holds formal academic qualifications across Law, Data Science, Social Anthropology, Finance and Accounting. He completed his foundational studies in Social Sciences and Anthropology at Dalhousie University in Nova Scotia, followed by a Bachelor of Commerce (Finance & Economics) (Hons) at La Trobe University in Melbourne. He is a qualified tax accountant, an ADFP specialist in financial planning, and is presently progressing the Chartered Financial Analyst (CFA®) designation through the CFA Institute. PJ is also a member of the Institute of Public Accountants, Financial Advice Association of Australia (faaa), Law Institute of Victoria and CPA.

His professional background includes senior institutional banking and lending roles at Macquarie Bank, along with leading debt advisory and credit strategy divisions across multiple national firms in key person / Responsible Manager capacities. PJ owns and operates a General Practice and Family Medicine Clinic in Melbourne and consults widely to medical professionals on practice structuring, governance, recruitment models, clinical business strategy, and scale pathways — from solo clinics through to complex multi-clinic private platforms.

Beyond professional practice, PJ has a long-standing interest in innovation, venture investment and technology commercialisation, including involvement with early-stage platform development initiatives in Canada and British Columbia. He is currently completing legal training and pathway admission in Victoria, with an intended future speciality in taxation and medical industry law at the Victorian Tax Bar.

PJ also serves as the Treasurer of the Australia–El Salvador Chamber of Commerce and Industry Ltd, supporting bilateral trade, investment, entrepreneurship and the economic positioning of El Salvador in the Asia–Pacific commercial corridor.

Outside professional life, PJ enjoys cycling and golf.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Property Investment
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.93
  • Number of reviews 37
  • First year providing advice 2018
  • Years of experience 7
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Elixir Wealth Advisory for Doctors

Corporate One, Suite 104D, 84 Hotham St
Preston, VIC 3072
Level 1, 1 Queens Road
Melbourne, VIC 3004
82 Norton St
Leichhardt, NSW 2040

Opening hours

  • 10:00am – 2:00pm Saturday
  • 8:30am – 7:00pm Monday – Friday

Meeting methods

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

Licensed by

Spark Advisors Australia

AFSL 380552