Gaye Elwell
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Gaye Elwell is an ASIC-registered financial adviser based in Rockingham, WA, dedicated to helping clients achieve their financial goals with clarity and confidence. With a robust academic background including a Bachelor of Business, CPA Program certification, MBA, and a Masters of Financial Planning, Gaye combines extensive knowledge with practical experience. Gaye is a member of CPA Australia and the Financial Advice Association of Australia (FAAA), reflecting her commitment to upholding the highest professional standards. She is authorized to provide advice on a broad range of financial products, ensuring tailored solutions for every client. This includes superannuation advice, insurance solutions, wealth management strategies, and comprehensive retirement planning. Gaye's services include, but are not limited to: • Superannuation advice to help you grow your retirement savings effectively • Insurance solutions to protect you and your loved ones from unforeseen events • Wealth management strategies to build and preserve your assets • Retirement planning to ensure a comfortable and secure future • Investment Life Insurance options to safeguard your family's financial well-being • Life Risk Insurance for comprehensive protection against life's uncertainties • Securities advice to navigate the complexities of the investment world • Retirement Savings Accounts guidance for a tax-advantaged retirement • Government Debt Securities expertise for secure investment opportunities Ready to take control of your financial future? Contact Gaye Elwell today to schedule a consultation and discover how personalized financial advice can make a difference.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Gaye Elwell offer?
Gaye Elwell provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Gaye Elwell have?
Gaye Elwell holds a Bachelor of Business, CPA Program certification, is a Certified Public Accountant, has a Master of Business Administration, and a Masters of Financial Planning.
How does the financial planning process work with Gaye Elwell?
The process begins with an initial consultation to understand your financial situation and goals. Gaye then develops a personalized financial plan tailored to your needs, which is regularly reviewed and adjusted as needed.
What professional memberships does Gaye Elwell hold?
Gaye Elwell is a member of CPA Australia (CPA) and the Financial Advice Association of Australia (FAAA).
What should I expect during my first meeting with Gaye?
During your first meeting, you can expect to discuss your current financial situation, future goals, and any concerns you may have. Gaye will explain her services and how she can help you achieve your financial objectives.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.