Unbiased Professional Guidance
for Australians
Our approach to financial recommendations is rooted in integrity and informed by comprehensive market analysis. Each client journey begins with a thorough understanding of individual needs and is guided by transparency, dialogue, and data-driven research. We analyse economic patterns, sector developments, and changes in policy to inform our recommendations. The service aims to clarify choices, highlight potential advantages and risks, and ensure you can act with confidence. ‘Results may vary’ and ‘Past performance does not guarantee future results’—we prioritise ethical standards on every step of the process.
Our Advisory Team
Decades Of Experience, Trusted Process
Samantha Lee
Senior Financial Advisor
Master of Finance and Economics University of Melbourne
Harbour Consulting Group
Core Skills
Methods
Accreditations
Samantha leverages over 20 years in professional advisory roles, focusing on research and evidence-driven recommendations for individuals and SMEs.
Samantha’s advice is recognised for its clarity and transparency, always emphasising well-researched feedback and client empowerment throughout every step of the process.
David Tran
Consultation Specialist
Bachelor of Business Administration Macquarie University
Pacific Advisory Group
Core Skills
Methods
Accreditations
David has a track record in facilitating personal consultations tailored to complex objectives. He excels in market interpretation and transparent reporting.
David’s clients value his open communication style and his ability to explain complex scenarios in accessible terms, supporting informed and confident financial decisions.
Helen Carter
Research Analyst
Master of Applied Finance Australian National University
Insightful Analysis Pty Ltd
Core Skills
Methods
Accreditations
With an academic background and industry experience, Helen leads our analytical review processes, prioritising regulatory compliance and impartial insight.
Helen ensures every recommendation is thoroughly supported by data and regulatory perspectives, always remaining neutral and detailed in her findings.
Mark Lewis
Client Relations Lead
Bachelor in Commerce Management University of Queensland
Southern Advisory
Core Skills
Methods
Accreditations
Mark manages ongoing client support and follows up after each consultation to ensure continuous satisfaction. His background spans advisory roles in both public and private sectors.
Mark is known for his commitment to listening and timely follow-up, ensuring that every client’s needs are addressed thoughtfully and efficiently.
Our Recommendation Process
A transparent, step-by-step framework for thoughtful consulting
Discovery and Understanding
We initiate every engagement by gathering your objectives, preferences, and circumstances through open discussions and secure information collection.
This step ensures that recommendations are built on a deep and accurate foundation.
Research and Analysis
Our advisors conduct thorough reviews of market developments and regulatory shifts, focusing on what matters to your profile.
Every finding is cross-checked for accuracy and relevance before moving ahead.
Constructive Dialogue
We share research outcomes and provide a balanced perspective. You get a chance to discuss options and raise any new questions.
We encourage clients to weigh both benefits and limitations of each path considered.
Actionable Documentation
Receive a clear, personalised summary outlining key points, data highlights, and next steps led by your interests.
Documentation is created for clarity and ongoing reference, supporting future choices.
How Eluvariqora Stands Apart
Evaluate our analytical consultations against others—see our focus on clarity, dialogue, and ethical practice versus alternatives with less transparency.
| Consultation Aspects | Eluvariqora Recommendations | Standard Advisory | Generic Finance Group |
|---|---|---|---|
| Personalised Analysis and Dialogue | Yes, Always | Occasional | Limited |
| Transparency Of Process | Full Detail | Partial | Basic |
| Compliance With Regulations | Prioritised | Standard | General |
| Ongoing Support | Integrated | Periodic | On Request |
| Evidence-Based Feedback | Central | Sometimes | Not Emphasised |