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Elise Goddard Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd

PROVISIONAL FINANCIAL ADVISER

Elise Goddard understands that success in life is about balance. It is about living your best life both now and in the future without sacrificing either. It is also about truly understanding your goals and the environment around you to make the best decisions for a sustainable future.

Elise is passionate about building long-term relationships and understanding what you really want out of life. She is dedicated to helping you articulate your values and objectives so you can be confident of the right strategy to move forwards. Through partnering with you to achieve your desired outcomes, she empowers you to make the right decisions and ensures you can remain on track if and when life changes.

Creating intelligent solutions to achieve wealth and security is important to Elise. By combining her financial experience and qualifications with her interest in environmental social governance (ESG) and socially responsible investing (SRI) she is driven to make a difference. When she is finding balance from work in her own life, she enjoys spending quality time with family in country NSW and can often be found at the nearest swimming pool or tennis court.

Qualifications/Memberships

  • Bachelor of commerce with distinction in financial planning (Deakin University)
  • Diploma in Accounting (TAFE NSW)
  • Justice of the peace (JP)

Areas of expertise

Estate Planning

Insurance advice for individuals and business owners

Retirement Planning and Pensions

Superannuation

Tax Effective Wealth Strategies

Wealth Creation

Investment and Portfolio Construction

Centrelink Benefits

Experience

  • Working in financial services since 2018

Contact details

Elise Goddard
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Suite 401C, Level 4, 19 Honeysuckle Drive, Newcastle 2300

02 4926 5099 - Fax: 02 4926 5899

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