Elysse Lorenti Cfp®

Elysse Lorenti CFP® is a Senior Financial Advisor at Perpetual Limited, with a focus on servicing high net worth (HNW) clients and seeking new client opportunities since November 2013. Previously, Elysse served as an Associate Adviser and a Paraplanner at Perpetual Limited, where responsibilities included managing client portfolios, developing financial plans, and preparing advice documents. Elysse began a career in financial services as a Client Services Manager at Ballinger's Financial Planning, overseeing a client base of over 100. Elysse holds multiple qualifications in financial planning, including a Certified Financial Planner Qualification, a Master of Financial Planning, and an Advanced Diploma of Financial Planning.