Eliana Sydes FPFS TEP

Eliana Sydes FPFS TEP has a diverse work experience spanning over several industries. Eliana is currently the Head of Financial Life Strategy at Y TREE, where they utilize data, experience, and technology to provide insight into clients' financial profiles. Prior to this, Eliana worked as a Director at Tilney Group from 2018 to 2020 and as a Wealth Adviser from 2012 to 2020. Eliana also served as a Chartered Financial Planner, Fellow Personal Finance Society, and Independent Financial Adviser at Clearwater Financial in 2012. From 2008 to 2011, Eliana worked as a Chartered Financial Planner, Fellow Personal Finance Society, and Independent Divorce Planner at Matrix Associates. Eliana started their career in 1993 at Ingram Micro as a Business Unit Manager and has held various positions at companies such as Hewlett-Packard, Tplc part of Fujitsu ICL, Dell Computer Corp, and the S.H.&E. Partnership.

Eliana Sydes FPFS TEP has a strong education background in the field of financial planning and services. From 2008 to 2010, they attended the Chartered Insurance Institute and obtained a degree that awarded their the title of Fellow Personal Finance Society (FPFS). During this time, their studies focused on financial planning and services.

In 2017, Eliana furthered their education by attending the Society of Trust and Estate Practitioners, where they completed a Professional Postgraduate Diploma in Wealth Advising, earning their the title of TEP. This diploma enhanced their expertise in wealth advising within the field of trust and estate management.

In addition to their formal education, Eliana has obtained additional certifications. In 2010, they achieved the title of Chartered Financial Planner through the Chartered Insurance Institute. Eliana also obtained the designation of Fellow (FPFS) from the Personal Finance Society in the same year. These certifications further demonstrate their advanced knowledge and expertise in the field of financial planning.

Eliana has expanded their knowledge and qualifications beyond financial planning and services. In 2018, they became Resolution Accredited through Resolution - First for Family Law. This certification indicates their proficiency in family law matters. Additionally, they obtained another TEP certification in 2017 from the Society of Trust and Estate Practitioners.

Although their education history does not provide specific details about their studies at the Society of Later Life Advisers, it is clear that they have pursued further education and professional development in this field, obtaining the designation of LLAA.