Biography

M Data Science, BCom (Hon), ADFP
Principal

Being inspired by knowledge, PJ pursues his passion for study alongside his professional career. Having completed a degree in Social Sciences and Anthropology from Dalhousie University in Nova Scotia, Canada, PJ began studying Commerce and Finance at LaTrobe University, Melbourne.

He operates and manages a successful family clinic in Melbourne Metro and spends considerable time with clinicians on how to run profitable practices and have the right strategies in place for partnership.

PJ graduated as a qualified accountant with first class honours. He was then admitted into a post-graduate program in Data Science and Analytics at Monash & Finance discipline at LaTrobe. PJ is also currently following a Chartered Financial Analyst (CFA) designation with the CFA© institute and is almost a CPA.

With several years of experience in financial services, PJ has served institutional banking at Macquarie bank and has been heading debt and mortgages at multiple large, mid-tier and small firms, as a key person and responsible manager. In 2015, PJ founded Elixir Wealth Advisory to bring the most expert tax and accounting services, a unique insight of institutional know-how and private wealth management dedicated exclusively to Medical Professionals.

PJ is a senior associate of FINSIA, a full member of MFAA and an afa member.

CA, CTA, RTA
Head of Taxation & Accounting

Chaga leads a team of proficient Chartered Accountants working for our clients. She is a professional Accountant and a Lawyer with over 7 years of local and overseas experience in accounting and taxation. Trained by KPMG as a Tax Manager providing tax compliance and consultancy services for client portfolios consisting of multinationals and local conglomerates. Gained experience in full financial service firms with exposure to business advisory, taxation as well as audit.

Specialised in tax and financial accounting services relating to HNW individuals including Medical & Dental professionals,
Chaga worked at MEDIQ for a short period of time and decided to take her expertise to a more reputable brand and practice for doctors.

Proficient in complex areas of taxation in CGT, GST, FBT, Division 7A and small business concessions.

DFP
Medical Finance Specialist

Mary has worked with the Australian Taxation Office as a Compliance Officer for over 30 years. During her time, she was in charge of conducting auditing within various business lines including SMEs, medical practitioners, private holdings & high net-worth individuals.

Mary is a lending specialist for doctors with tax knowledge.

Her unique skillset, knowledge and experience in taxation industry, and commitment to high quality client service bring a wealth of value to our practice and our physician clients.

MBA, Grad Dip Financial Planning, DFP
Mortgage Adviser

Gayatri is an extremely experienced and qualified professional in lending with more than 30 years experience in banking.

Gayatri has served in various banking roles with ANZ Australia in capacity of senior banking and National Bank of New Zealand as a private banker.

She has extensive knowledge of lending and brings an exceptional know-how and wealth of knowledge and experience to our doctors.

Gayatri is personable, efficient and dedicated to tailor the best borrowing solutions for our medical professionals.

Intern
Practice Coordinator

Nadine has been working with mid-tier firms internationally in capacities such business support, payroll and finance administration.

She has also worked and has had exposure to human resource and event management. As a driven and dedicated individual, Nadine is passionate about learning new skills, great client service and pursuing her education and academics in business; she also speaks fluent Arabic as her second language.

Nadine has joined Elixir to bring immaculate client service to our clients and administration support to the practice all around.

BCom
Medical Insurance Adviser

Phill has over 20 years experience in security risk management and over 10 years in the insurance industry providing solutions for clients including medical & dental professionals. If you believe that you may be paying too much or would like a review of your business, commercial, general and/or professional indemnity insurance; if your current broker doesn’t appreciate what you do; or that you aren’t appropriately covered for your exposure, then we recommend that you contact us. You may save quite a bit whilst picking up a better policy.

Phill is a professional with a personal touch, valuing clients and relationships.