Elise Michelmore
Head of Business Partnerships at Australian Unity Wealth- Claim this Profile
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Bio
LinkedIn User
Elise was my advice manager at Perpetual. She was an inspiring leader who supported my development as a financial advisor in the early days of my career. Elise was encouraging and quick to remove any boundaries to my reaching my performance goals. Highly recommend Elise as a manager of people developing their advice business or building talent within the financial planning industry.
Ben Peck
Elise’s has an uncanny ability to make Accountant/Financial Planner relationships really hum. Her referral source leads and relationship advice have been invaluable for many in the network of Financial Advisers that I service. In addition she has shown herself to be a true professional adviser in her genuine approach to servicing financial advice clients.
LinkedIn User
Elise was my advice manager at Perpetual. She was an inspiring leader who supported my development as a financial advisor in the early days of my career. Elise was encouraging and quick to remove any boundaries to my reaching my performance goals. Highly recommend Elise as a manager of people developing their advice business or building talent within the financial planning industry.
Ben Peck
Elise’s has an uncanny ability to make Accountant/Financial Planner relationships really hum. Her referral source leads and relationship advice have been invaluable for many in the network of Financial Advisers that I service. In addition she has shown herself to be a true professional adviser in her genuine approach to servicing financial advice clients.
LinkedIn User
Elise was my advice manager at Perpetual. She was an inspiring leader who supported my development as a financial advisor in the early days of my career. Elise was encouraging and quick to remove any boundaries to my reaching my performance goals. Highly recommend Elise as a manager of people developing their advice business or building talent within the financial planning industry.
Ben Peck
Elise’s has an uncanny ability to make Accountant/Financial Planner relationships really hum. Her referral source leads and relationship advice have been invaluable for many in the network of Financial Advisers that I service. In addition she has shown herself to be a true professional adviser in her genuine approach to servicing financial advice clients.
LinkedIn User
Elise was my advice manager at Perpetual. She was an inspiring leader who supported my development as a financial advisor in the early days of my career. Elise was encouraging and quick to remove any boundaries to my reaching my performance goals. Highly recommend Elise as a manager of people developing their advice business or building talent within the financial planning industry.
Ben Peck
Elise’s has an uncanny ability to make Accountant/Financial Planner relationships really hum. Her referral source leads and relationship advice have been invaluable for many in the network of Financial Advisers that I service. In addition she has shown herself to be a true professional adviser in her genuine approach to servicing financial advice clients.
Experience
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Australian Unity Wealth
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Australia
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Investment Management
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100 - 200 Employee
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Head of Business Partnerships
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Feb 2010 - Present
• recruiting new practices and authorised representatives to the AUPFS financial planning licensee services, including fully authorised financial advisers and accountants with authorisation limited to the provision of SMSF advice; and • working with new and existing practices to help them grow and develop their businesses through regular coaching and advice; and • growing the network of accountants as referral partners for the full range of AUPFS services; and • working with AUPFS PEUs to assist in activating referral partners and supporting a culture of cross promotion of services across the AUPFS business and networks. Show less
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Perpetual Limited
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Australia
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Financial Services
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700 & Above Employee
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Team Leader - Advice
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Nov 2003 - Nov 2009
In addition to working as a Senior Financial Planner servicing a number of accounting firms I also managed a team of 9 planners and was responsible for the sales management, education, client retention and centre of influence relationship management for the teams network of accountants.
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Senior Financial Consultant
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2003 - 2009
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Westpac
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Australia
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Banking
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700 & Above Employee
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Financial Planner
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1989 - 2003
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Education
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1981 - 1987
Camberwell Girls Anglican Grammar School
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1981 - 1987
Camberwell Girls Grammar
Community
