Bjorn Elix
About Me
Bjorn’s highest priority is to understand your financial needs. With more than 20 years’ experience in financial services Bjorn specializes in professional advice including Superannuation (including SuperSA & salary packaging), Retirement Income Streams, Redundancy, inheritance & lottery windfalls, Tax Effective Investments, Life & Income Protection Insurance, and Centrelink entitlements. Based in Christies Beach, Bjorn works to assist people to achieve their financial goals. “I work to develop a financial strategy that makes a difference in people’s lives.”
Areas of Focus
- Aged care
- Debt management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 9 Years
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Licensed By Fiducian Financial Services Pty Ltd