Daniella
Elchaar

Daniella uses her own experiences and has a personable approach to understanding the needs of her clients goals to achieve financial independence. An experienced financial adviser who has worked with wealth accumulators, pre-retirees and post retirees for the last 15 years working At Commonwealth financial Planning, BT Financial Group and currently Viridian Advisory. Her expertise lies in advising high Net worth clients within Viridian advisory bringing with her experience in compliance and Business Banking. Her experience is as a specialist in Retirees, those close to retirement and young wealth accumulators. She is also experienced in superannuation, insurance, succession planning Investment advice and SMSF. Daniella is passionate in promoting and creating awareness in financial literacy for women, in particular educating women on the importance of budgeting at all stages of life. Daniella is a supporter and ambassador for the financial advice profession using her own experiences to promote financial advice as a profession through the Stella network established by the Westpac group. She believes in working to build confidence in all client types within the finance industry to have financial independence. She holds a Bachelor of Commerce from the University of Wollongong, diploma of financial planning and Advance financial planning. Daniella is a supporter and ambassador for the financial advice profession using her own experiences to promote financial advice as a profession for women through the Stella network established by the Westpac group. Daniella has presented to young women on the importance of money, budgeting and creating financial independence from young for the Beautiful Minds organization.

Qualifications and Memberships

• Bachelor of Commerce
• Advanced Diploma of Financial Planning
• Member of the Financial Advice Association Australia