Elene Stivactas
Elene has been a partner with Stivactas & Associates accountancy practice for the past 22 years and a financial adviser at Glasshouse & Sky for the last 5 years and has been instrumental in the management of the business. Her extensive experience as a partner has enhanced her deep understanding of the changing and diverse needs of clients.
Elene has completed tertiary studies, with a Post Graduate Diploma in Counselling, and a Diploma of Financial Services. Elene meets the Financial Adviser Standards and Ethics Authority’s (FASEA) new education requirements by being enrolled in the Master of Financial Planning, due to complete 2019. Elene is registered with the Tax Practitioner’s Board (TPP) as a tax (financial) adviser. She also a member of the Financial Planning Association and is registered as an Associate Financial Planner (AFP).
Elene has a passion to comprehend client situation so as to discover the value in the financial structures that already exist for clients and to set-up appropriate structures where required.
Elene takes pride in helping her clients to grow their wealth and identify their financial goals and objectives, as well as establish the level of risk they are comfortable taking to achieve these goals.
George Stivactas
George has been an Accountant for over 25 years and has a very successful Accountancy Practice, Stivactas & Associates. George is the Principle of the firm and is instrumental in the management of the business. He has extensive exposure and experience in the Accountancy field and is a registered Tax Agent. George has completed tertiary studies, with a Diploma in Accountancy, and a Diploma of Financial Services.
George is a Fellow of the Institute of Public Accountants (FIPA). He is a member of the National Tax & Accountants’ Association (NTAA) and the Taxpayers’ Australia Ltd (TPA) Also, is a Fellow of the Institute of Financial Accountants (FFA).
George’s expertise is to identify his clients’ personal risk management needs. His knowledge and extensive experience guide him to determine the clients’ needs and to assist them to grow their wealth in tax effective strategies. George pays particular attention to personal and business budgets and cashflows resulting in the most personalised service for each client.
With the annual review process in place, George ensures that the strategy agreed and implemented stays relevant to each clients’ evolving circumstances.
Khushboo Patel
Khushboo has been a Financial Planner for more than 2 years. She was associated with an organisation which was helping more than 1500 clients to accomplish their financial goals.
Khushboo has completed tertiary education, with a Masters in Business Administration (Finance). She has earned a Diploma of Financial Planning in Australia which is one of the mandatory qualification requirements to work as a Financial Planner. She is currently a level 3 candidate of CFA, USA.
Khushboo is passionate about building client relationships based on honesty and trust. She takes pride in facilitating clients to achieve their financial freedom.
Travelling and listening to music are her hobbies.