Experience

Elli joined EJM Advice (formerly Planwell) in 2019, bringing over five years of experience in the financial advice profession. She has held roles as an Associate Adviser, in Advice Implementation and as a Client Service Officer. Passionate about helping people achieve their financial goals and live their best lives, Elli is dedicated to making a meaning impact on her clients’ futures.

Qualifications

• Bachelor of Commerce (Accounting and Financial Planning)

• I’m keen to continue the travel adventures I started at an early age as I enjoy exploring new places and meeting new people.
• I enjoy catching up with family and friends and I’m always on the lookout to find the best places to have long brunches.