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.
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.
Elle has been in the financial services industry for over 15 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 longterm relationships and strives to help plan, articulate, implement, and manage a pathway forward helping clients achieve short and long-term financial certainty.
As the winner of the Women in Finance National 2017 Financial Adviser of the Year Award, Elle has been identified as one of the leading women acrossthe financial services industry. Elle has also been recognised as a finalist for 2018, 2019 and 2021 years, In recognition of her contribution to the industry both as a financial adviser and an innovator.
Elle is FASEA accredited and studying to complete the FASEA approved Graduate Diploma of Financial Planning.
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
- Advanced Diploma of Financial Planning
- SMSF Accreditation
- Certificate II and Certificate III in Business
- FASEA Accredited
- Professional Diploma in Stockbroking
- Margin Lending Accreditation
- Registered Tax (Financial) Adviser
National Industry Achievements
- 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
- Finalist – Innovator of the Year 2019, Women in Finance
- Finalist – Financial Adviser of the Year 2019 and 2021 Women in Finance
Eleanor Maree Ross is an Authorised Representative (number 437221) of Equitem Financial Services Pty Ltd. Elle is registered as a Tax (financial) Adviser with the Tax Practitioners Board registration number 25155332. Elle has also completed her FASEA accreditation and is a member of the Association of Financial Advisers.