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Equitem Financial Strategists

Company Profile

 

 

We are financial strategists helping to plan, articulate, implement, and manage a pathway forward, so that our clients achieve short and long-term financial protection, certainty, and peace of mind.

 

Our Purpose

Protect your finance. Control your future.

 

With every engagement, we start by understanding your situation, priorities, and aspirations, and with that knowledge, we take on the responsibility of creating a financial strategy that protects what’s most important, both today and in the future.

 

Shaped by experiences, values, challenges, and aspirations, every person has a different story that belongs uniquely to them.

 

At Equitem, we believe that this individual story is the most important aspect of financial planning, and as financial strategists with our focus centred on building partnerships for life, we seek to first understand each client’s personal story.

 

With over 50 years combined professional industry experience in areas such as Financial Advice, Financial Services, Accounting, Banking and Project Management, we’ve found this approach to be the most effective in strategising, articulating and implementing plans that are tailored to the individual client’s short and long-terms goals.

 

We do this through relationship-based, collaborative engagements that place the emphasis on your desired outcomes, and combine the right people, information, and strategies, with the active management of your financial plan.

 

Everything we do is underpinned and driven by our commitment to helping you and your family live life on your terms both today and in the future.

 

And although no story, and no Equitem strategy is ever the same, our hope for each engagement remains constant – by helping to protect your finance, we can empower you to control your future.

Staff Profile

 

 

Elle Ross 

Financial Strategist – Adv Dip (Fin Serv.)

elle@equitem.com.au

0409 311 308

 

Elle has been in the financial services industry for over 10 years. As a financial strategist Elle educates her clients to help them understand the financial planning process and the strategies available to them. Elle   appreciates that clarity and certainty are important and it is her intention to provide peace of mind and ongoing support. Elle value’s long term relationships and strives to help plan, articulate, implement, and manage a pathway forward helping clients achieve short and long-term financial protection. Elle Ross is an Authorised Representative (No. 437221) of ClearView Financial Advice Pty Limited.

 

Areas of expertise:

  •  Life Insurance Products
  •  Income Protection
  •  Business Succession Planning
  •  Estate Planning
  •  Superannuation (including SMSF)
  •  Retirement Planning
  • UK Pensions
  •  Financial Position Projections
  •  Cash Flow and Budgeting
  •  Wealth Management and Accumulation
  •  Investment Strategies
  •  Managed Investments
  •  Strategic Financial Planning

 

Qualifications:

  • FNS60410 Advanced Diploma of Financial Planning
  • Self Managed Superannuation Funds (SMSF) Accreditation
  • Professional Diploma in Stockbroking
  • Margin Lending Accreditation

National Industry Acheivements:

  • Winner – Financial Adviser of the Year 2017, Women in Finance
  • Finalist – Excellence Award 2017, Women in Finance
  • Finalist – Financial Adviser of the Year 2018, Young Leaders in Finance
  • Finalist – Innovator of the Year 2018, Young Leaders in Finance

 

Limited ABN 89 133 593 012 AFS Licence No. 331367
Equitem is a Corporate Authorised Representative (No. 243569) of ClearView Financial Advice Pty Limited ABN 89 133 593 012 AFS Licence No. 331367

 

Contact Details

Telephone: 08 9204 1266

Mobile: 0409 311 308

Email: elle@equitem.com.au

Website: http://www.equitem.com.au