As a Senior Planning Analyst, Elaine brings over a decade of experience in financial services, specialising in delivering tailored wealth management strategies for high-net-worth clients.
Her career began at Macquarie Private Bank, where she spent eight years building a strong analytical and technical foundation, supporting clients with complex financial needs across wealth creation, structuring, and long-term planning. Since joining Principal Edge in 2022, Elaine has continued to refine her expertise, playing a key role in designing and implementing strategies that align with each client’s unique goals and circumstances.
Working in close collaboration with advisers, Elaine is skilled at simplifying complex strategies to provide clients with confidence to make informed financial decisions. Her extensive technical expertise, coupled with a client-first philosophy, ensures that every piece of advice is delivered with rigour, practicality, and a clear focus on outcomes.
With a commitment to excellence and long-term client success, Elaine is focused on building trusted relationships and guiding high-net-worth individuals and families through the complexities of financial planning, succession, and wealth preservation.
SPECIALIST AREAS
- Sophisticated Investment Advice
- Strategic Financial Planning Advice
- Family Office Services & Governance
- Family Wealth Advisory
- Intergenerational Wealth Transfer
- Estate & Retirement Planning
- SMSFs
Contact Elaine
elainew@principaledge.com.au