Elli Bagg
Adviser
Experience
I joined EJM Advice (formerly Planwell) in 2019 and have over seven years’ experience in the financial advice industry.
I’m passionate about helping people feel confident with their finances and supporting them to achieve their goals, whatever stage of life they’re in. My focus is on making advice simple, practical, and tailored to you, so you can make confident financial decisions.
I can help with a range of areas, including:
- Building and growing your wealth
- Personal insurance
- Superannuation and retirement planning
- Retirement income streams, including pensions and annuities
- Budgeting and cash flow
- Margin lending and LRBA strategies
- Self-managed super funds
Qualifications
- Bachelor of Commerce (Accounting and Financial Planning)
- Master of Financial Planning (Deakin University)
- Certified Financial Planner® (CFP)
More about me
Outside of work, I love travelling and have a goal of visiting 30 countries by the end of 2026. I enjoy exploring new places, meeting new people, and discovering new brunch spots or somewhere nice for a cocktail with friends and family.
Outside of work, I love travelling and have a goal of visiting 30 countries by the end of 2026. I enjoy exploring new places, meeting new people, and discovering new brunch spots or somewhere nice for a cocktail with friends and family.