- Chartered Accountants Australia and New Zealand Membership (1988)
- Tax Practitioners Board - Tax Financial Adviser
- Diploma in Financial Planning
- Bachelor of Business
- Finance Brokers Association of Australia Membership
- Australian Financial Complaints Authority Membership
- Strategic Innovation Program for Small Business from Stanford University Graduate School of Business (2018)
At Elysian Wealth Services we help you answer a simple but powerful question
“What is your Idea of Financial Freedom?”
We do this through:
– a detailed and personalised approach
– acting as a sounding board for strategic and financial decisions
– technical competence in financial markets
– direct and constant communication on key issues
We work closely with you to develop key goals and objectives, reduce investment and financial risk and provide insight into new ideas and investment strategies.
Meet our team
Jess grew up in South Africa, where she studied and obtained her Bachelor of Commerce…
Jess grew up in South Africa, where she studied and obtained her Bachelor of Commerce degree. Her career in financial services started in stockbroking and then as a Client Services Officer and Associate Adviser in the financial planning sector. Jess migrated to Perth in 2017 and initially joined Elysian Wealth Services, where she took on the role of Client Services Officer and later progressed to the role of Associate Financial Planner. During this time Jess completed her Diploma of financial planning. In 2019 Jess joined Approved Financial Planners so as to broaden her experience, where she continued in her capacity as an Associate Financial Planner. It was during this time that Jess completed her Advanced Diploma of Financial Planning. Jess has now returned to Elysian Wealth Services and is currently finalising her registration as a fully qualified Financial Adviser. Jess’s greatest passion is assisting clients achieve a sense of peace, security and confidence, taking special care to understand and work closely with clients on an ongoing basis to achieve their goals.
Client and Practice Manager
Nancy is Elysian Wealth Services’ technical paraplanner. She has a diverse…
Nancy is Elysian Wealth Services’ technical paraplanner. She has a diverse background in the financial services industry, having started her career in the banking sector and property fund management sectors. Nancy moved to the financial planning industry because she was attracted the technical aspects of financial advice. She holds a Bachelor of Business degree, majoring in Finance and Marketing and has completed her Advanced Diploma of Financial Planning. Her work passion is to help people achieve their financial goals with a smile, be happy and to enjoy the journey that comes with financial advice.
Client Services Officer
Conny joined Elysian Wealth Services in July 2019 as a Client Services Officer having…
Conny joined Elysian Wealth Services in July 2019 as a Client Services Officer having previously worked in the hospitality industry for over 10 years. This experience was invaluable, knowing how great customer service and attention to detail helps clients understand their financial journey and achieve their goals. Conny focuses on the delivery of personalised service, implementation of strategies and coordinating the numerous activities that come with provision of financial advice. Conny is also part of our compliance team to ensure advice is provided at the most professional and highest standards.
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