Our Team

Advice you can trust.

Get to know your local financial planners at Eliance Financial Planning.

Team Member 1

Financial Planner
Director

Team member 1 founded Eliance Financial Planning in 2000 alongside x & y, Team Member 1 having been a financial planner since 1994. He has supported his clients through the highs and lows of the financial markets over those years and works with his clients on how to balance achieving their financial goals while having the means to do the things that they enjoy and are important to them along the way.  

Team member 1 loves touring on his push bike on overseas trips and is always either preparing for a ride or recounting his adventures. He spends much his free time with his wife and daughter and keeps busy on the weekends with maintaining his property, socialising and going on motorbike rides.

Team Member 2

Provisional Financial Planner
Director

Team Member 2 founded Eliance Financial Planning in 2022 alongside x and y with the vision to create an advice business that is client-focused and agile. She has been in the financial services industry since 2019 and, in that time, has acquired a wide range of technical and practical knowledge of every step involved in the advice process.

She graduated from the University of the Sunshine Coast in 2020 with a Bachelor of Commerce in Accounting and Financial Planning, having since commenced her Professional Year on the way to being a fully accredited financial planner. She has an eye for detail and a ‘how can we’ attitude, bringing a fresh perspective to the way advice is formulated and implemented.

Team Member 3

Special Projects Manager

Team Member 3 is on hand to manage special projects for Sage Financial Planning and has been working in the industry since 1995. Team member 3 has extensive knowledge and experience in customer service and business management and her role recognises and responds to the dynamic nature of the financial planning industry. Team Member 3’s vision for the business is, and has always been, to provide the highest level of client care and attention.  

Team Member 3 likes to spend her free time with her family and travelling whenever possible. 

MEET WITH US

Take the next step. Talk to our team today.

If you want to find the answers and make the most of your financial journey, it’s important to have an advisor who can help you along the way. That’s exactly what you can expect from Sage Financial Planning — we will get to know you, understand how you see your future, and identify clear steps to help you plan for it on your terms.

Meet with us
Take the next step. Talk to our team today.