Financial Planner Profile

Name: Elise Hamill

Qualifications:

Elise holds a Bachelor of Commerce Degree from the University of Wollongong, a Masters of Applied Finance and is qualified as a Certified Financial Planner (CFP) through the Financial Planning Association of Australia (FPA), the highest financial planning qualification worldwide.

Elise has over 11 years of experience in the financial planning industry and has joined Diamond Blue Financial Services as a Financial Planner. Elise has a strong focus on educating clients to allow them to make informed choices about their financial lives and help to simplify the often confusing jargon of the financial planning industry. Elise believes working closely with her clients to accumulate their wealth, protect their wealth through insurances and continual monitoring of their situation, will maximise the probability of her clients achieving their longer term goals and objectives.

Being interested in financial planning at a young age, Elise started investing in shares and property in her early 20’s and considers it’s never too early to start thinking about your financial future and taking steps to make small changes which can have a big impact in the long term.

Clients should come prepared to discuss things like cashflow and budgeting, their super and insurances and their goals and objectives. Our first meeting is essentially designed to obtain information about your situation through the completion of a Fact Find and identify if we are the right fit for each other.

Diamond Blue Financial Services is a leading, privately owned financial advisory firm based in Sydney. We are free to choose the financial products that deliver maximum benefits to our clients and are not restricted in terms of our Approved Product List (APL) as we are not owned or affiliated with Financial Institutions.

Financial Planning Services:

  • Superannuation
  • Retirement
  • Business solutions

  

  • Purchasing property
  • Estate planning