Intro

Meet Elly

Elly is an Adviser in the Perks Private Wealth Team, recognised for making financial decisions feel clear and reassuring. With nine years’ experience across paraplanning, administration, insurance and investment strategy, she offers clients an end-to-end understanding of how thoughtful planning delivers real-world outcomes.

Since joining Perks in 2020, Elly has partnered with professionals, retirees and business owners, helping them navigate change, opportunity, and long-term planning. Clients appreciate her thoughtful and proactive approach, as she translates their big-picture goals into practical next steps, always keeping their priorities and aspirations at the heart of every decision.

Specialisation

Elly partners with clients at key points in their financial journey, helping them navigate decisions as their circumstances and priorities evolve. Her focus is on creating clarity across investment, superannuation and retirement planning, so each step forward is deliberate, informed and aligned with long‑term goals.

Qualifications & Professional Associations

  • Graduate Diploma of Financial Planning

Areas of Expertise

As a Representative of Perks Private Wealth Pty Ltd, Elly is authorised to advise in the following key areas:

  • Strategic Financial Planning
  • Retirement Planning
  • Investment Planning
  • Self-Managed Superannuation Funds
  • Superannuation Advice