Our team

Simon Everett

Director and Financial Adviser

Simon Everett is the heart and soul of Elysian Wealth Services, which he founded in 1999. He has been working in the financial sector since 1981 as a Chartered Accountant and Financial Planner and has been a Director in his own business for over 20 years. Simon’s experience as both a Chartered Accountant and Financial Advisor, brings valuable expertise to the service offering at Elysian Wealth Services. He has experience in a range of private and public organisations, operating both domestic and international business divisions in roles of director, financial controller and company secretary. His experience includes personal and business financial advice, business management, acquisitions, valuations and the development and implementation of personal and business financials strategies.

Simon currently provides a full range of financial advice services to cater for the investment needs and strategic objectives of high net wealth families, business owners and working professionals. This includes full family office services and detailed advice in the areas of investments, superannuation, business risk and succession, personal insurances, retirement and the intergenerational transfer of wealth through estate planning.

Jessica Wild

Practice Manager

Jess grew up in South Africa, where she studied and obtained her Bachelor of Commerce degree. Her career in financial services started in stockbroking and then as a Client Services Officer and Associate Adviser in the financial planning sector.

Jess migrated to Perth in 2017 and initially joined Elysian Wealth Services, where she took on the role of Client Services Officer and later progressed to the role of Associate Financial Planner. During this time Jess completed her Diploma of financial planning.

In 2019 Jess joined Approved Financial Planners so as to broaden her experience, where she continued in her capacity as an Associate Financial Planner. It was during this time that Jess completed her Advanced Diploma of Financial Planning.

Jess has now returned to Elysian Wealth Services and has transitioned from her role as an Authorised Representative to Practice Manager. Jess has furthered her education by completing her Graduate Diploma in Financial Planning.

Jess’s greatest passion is assisting clients achieve a sense of peace, security and confidence, taking special care to understand and work closely with clients on an ongoing basis to achieve their goals.

When Jess is not at work you will find her enjoying quality time with her young family , spending time outdoors and new passion for gardening.

Nancy Chan-Le

Financial Adviser

Nancy has a diverse background in the financial services industry, having started her career in the banking sector and property fund management sectors.

Nancy moved to the financial planning industry because she was attracted the technical aspects of financial advice. She holds a Bachelor of Business degree, majoring in Finance and Marketing and has also completed her Graduate Diploma of Financial Planning.

Nancy has continued to broaden her impressive skill set from her technical role in paraplanning, to now acting in her capacity as an Authorised Representative for Elysian Wealth Services.

Her work passion is to foster long-term relationships, helping her clients through their financial journey with a smile. Her goal is for her clients to live their best life.

When Nancy is not providing financial advice, you will find her spending time with family and friends. She has a passion for fitness, travels and the culinary arts.

Zindy Camposano

Client Services Officer

Zindy moved to Perth from the Philippines and joined Elysian Wealth Services in August 2022 as our Client Service Officer. She holds a Diploma of Financial Planning and has been in the Financial Planning industry since 2017 providing full back office, client services and paraplanning support.

Zindy plays a key role at Elysian Wealth Services, assisting in the review and implementation of client portfolios, attending to client queries, and providing valuable support to both clients and the Elysian Wealth Services team.

Conny Douglas

Practice Manager

Conny joined Elysian Wealth Services back in July 2019 coming from a background in Event Management. Conny focuses on the smooth day to day running of our firm and coordinating the numerous activities that come with provision of financial advice.

She also supports our advisers with client communications and new client acquisition.

Adviser name F

[Title / Qualifications]

[Advisor] has been providing professional financial planning advice and solutions to clients since [year].

[Advisor] prides himself on developing excellent working relationships with all clients to provide comprehensive financial advice based on their individual needs and goals.

Advice I specialise in includes:

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Outside of work you will find me:

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• Quis suae urbis conservatorem Codrum, quis Erechthei filias non maxime laudat.

Adviser name G

[Title / Qualifications]

[Advisor] has been providing professional financial planning advice and solutions to clients since [year].

[Advisor] prides himself on developing excellent working relationships with all clients to provide comprehensive financial advice based on their individual needs and goals.

Advice I specialise in includes:

• Aeque enim contingit omnibus fidibus, ut incontentae sint.
• Certe non potest. Ergo instituto veterum, quo etiam Stoici utuntur, hinc capiamus exordium.
• Quis suae urbis conservatorem Codrum, quis Erechthei filias non maxime laudat.

Outside of work you will find me:

• Aeque enim contingit omnibus fidibus, ut incontentae sint.
• Certe non potest. Ergo instituto veterum, quo etiam Stoici utuntur, hinc capiamus exordium.
• Quis suae urbis conservatorem Codrum, quis Erechthei filias non maxime laudat.

Adviser name H

[Title / Qualifications]

[Advisor] has been providing professional financial planning advice and solutions to clients since [year].

[Advisor] prides himself on developing excellent working relationships with all clients to provide comprehensive financial advice based on their individual needs and goals.

Advice I specialise in includes:

• Aeque enim contingit omnibus fidibus, ut incontentae sint.
• Certe non potest. Ergo instituto veterum, quo etiam Stoici utuntur, hinc capiamus exordium.
• Quis suae urbis conservatorem Codrum, quis Erechthei filias non maxime laudat.

Outside of work you will find me:

• Aeque enim contingit omnibus fidibus, ut incontentae sint.
• Certe non potest. Ergo instituto veterum, quo etiam Stoici utuntur, hinc capiamus exordium.
• Quis suae urbis conservatorem Codrum, quis Erechthei filias non maxime laudat.