Gaye
Elwell

Senior Financial Advisor
Rockingham
Western Australia
IN THEIR OWN WORDS

I am passionate about providing you with financial advice to help you meet your financial objectives, so you can enjoy the lifestyle you want now and into retirement.

My approach is to help you prioritise what matters most to you. This could include building, managing, and securing your wealth, as well as protecting your family and lifestyle. I also focus on ensuring that you have enough lifestyle cash flow, simplifying complex financial matters like superannuation, and providing support throughout the Centrelink process.

In addition to assisting my ongoing clients, I am also involved with the Cancer Council to provide advice and support via the Pro Bono Community Program.

Qualifications and Memberships

  • Masters of Financial Planning
  • Master of Business Administration
  • Bachelor of Business (Accounting and Information System Management)
  • Certified Practicing Accountant
  • Member of the Financial Advice Association Australia

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