THE FOX & HARE FAMILY IS GROWING: MEET OUR NEW ADVISERS ELISE AND SIMON
Get to know our newest team members in this quick 5-minute read.
We love helping our members create clarity and make smarter money decisions. And this year, we’ve helped more people than ever before to take the first step towards financial freedom.
To give us the ability to continue this exciting period of growth, we’re thrilled to share that the Fox & Hare family is growing too. We can’t wait for you to meet our duo of new Financial Advisers who will be helping our members to financially thrive in 2021 (and beyond).
Without further ado, let’s get acquainted!
Meet Simon Wulf
First up, we have Simon. After a rewarding and diverse career as a Chef, Simon made the exciting pivot into financial advice (and he’s never looked back).
In 2016, Simon obtained his Bachelor of Business (Financial Planning) and in 2017 he continued to sharpen his financial toolkit by completing the Horizon Adviser training program. Over the next three years, Simon worked at ipac/AMP Advice, helping his clients to articulate their goals and create a plan of actionable steps to achieve them.
From new clients to corporate partners, Simon has worked across a wide range of advice areas. Simon is passionate about demystifying the complexities of personal finance and loves helping his clients achieve focus and clarity through informed financial decision-making.
3 fun facts about Simon
- Simon grew up in Tasmania but now calls Sydney home.
- He’s a keen sailor and loves spending his time in the outdoors.
- Simon still enjoys cooking and sharing good food with his friends and family.
Meet Elise Aricheta
Say hello to Elise! Elise has been working in financial planning since 2004 with a variety of businesses from large corporates to small boutique firms.
With a Master of Financial Planning and a Bachelor of Business and Commerce (Majoring in Accounting) under her belt, Elise brings a wealth of experience to the Fox & Hare family. Plus, she’s also a Certified Financial Planner, Tax (Financial Adviser) Agent, and has completed the FASEA Financial Adviser exam. Talk about a stellar resume.
Elise has a fine-tuned understanding of financial planning and has the expertise to plan, implement, and present financial plans. She’s worked with a broad range of clients with both complex financial needs (such as self-managed super funds, companies, trusts, and partnerships) as well as more straightforward needs (such as retail and industry super funds).
3 fun facts about Elise
- Elise finds long walks in the outdoors very therapeutic.
- She’s a fan of a glass of wine and a home-cooked meal (usually pasta and seafood!).
- Elise loves to spend her time with good company, such as her friends and family.
We’re thrilled to welcome Elise and Simon to the Fox & Hare family and can’t wait to see the goals they help our members achieve.
Ready to get your finances sorted in 2021? Book in for a quick 15-minute chat with one of our amazing advisers here.