Elise Treagus

Elise Treagus

Elise Treagus
Financial Adviser
Authorised Representative No 1269281 of Wakefield Partners Pty Ltd AFSL 493924

Elise commenced working with Wakefield Partners in early 2018 after a small stint of work experience to gain knowledge of the industry.

Prior to joining Wakefield Partners, Elise worked in the accounting industry, and obtained a Bachelor of Business (Financial Planning) with RMIT University in 2017.

Elise is a Financial Adviser that also provides Paraplanning and client service support to the firm’s clients and has practical experience with Retirement Planning, Centrelink and Aged Care, Portfolio Management and Securities/Equities. She has a penchant for ethical investing and is happy to discuss adding these investments to your portfolio. Her experience enables her to provide advice on most areas of financial and investment planning.

Elise’s goal is to provide high quality advice to clients in the form of an individually tailored solution that fully addresses each client’s particular situation and needs. She also would like to encourage young adults to take more interest in their financial future.

In her spare time, Elise enjoys hiking all around Adelaide, yoga, volunteering and spending quality time with her friends and family.

Download Elise Treagus’ Financial Services Guide.

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