Ella Gleeson 

Ella is an integral part of our financial planning team, bringing expertise in strategic planning and financial advice preparation. Having recently graduated with a Bachelor of Business (Finance), Ella has a keen eye for detail and enjoys crafting comprehensive Statements of Advice (SOAs) tailored to each client’s unique needs.

 

Working closely with our Financial Advisers, Ella enjoys conducting in-depth research and analysis not only to streamline our advice process but also enhance the quality of service we provide to our valued clients.  

 

Ella is passionate about ongoing learning and professional growth, and is planning to further her education with the goal of becoming a Financial Adviser. She is committed to expanding her expertise and continuing to provide valuable support to both our clients and advisory team as she progresses in her career.