Meet the ELM Retirement Team
We may be small, but we are highly efficient and dedicated to devoting each and every day to assisting our clients with their transition into retirement and beyond. We pride ourselves on the level of care and commitment shown to all of our clients as we focus on their needs and warmly welcome them into the ELM family.
We genuinely enjoy our work, our beautiful office space, each other’s company and the opportunities we are given to help each other and our clients every day.
Emily Dent | Retirement Specialist
| Driven and generous |
An international traveller but also a self-confessed “country girl”, Emily's vast and varied life experience has enabled her to relate to everyone she has had the pleasure of meeting. As though her amazing financial planning skills aren’t enough, Emily is also proficient in driving trucks and harvesters - which is exactly what she did to put herself through her financial planning degree at RMIT.
Emily’s passion for providing financial wellbeing for her clients while navigating their retirement led her to taking the leap and establishing ELM Retirement Care in 2016. This provided the ability to focus on a boutique, personal approach to retirement planning, estate planning and Centrelink advice. Emily is a dedicated financial planning superstar and keen to share her knowledge and experience with her valued clients.
When Em isn’t in the office working on financial solutions for her clients, you’re likely to find her cooking up a storm, spending time at the beach with her children Billy & Frankie and husband Lachie, watching football or rolling up her sleeves to tend to the family’s hobby farm. Em is a Run Director at the Westbury Town Common Parkrun as well as a regular local community guest speaker.
If you would like to make a time to chat with Em about your finance needs, please feel free to contact us.
(Authorised Representative No. 336942)
Ashley Moore | Retirement Specialist
| Organised and efficient |
Our lovely Ashley has spent over 10 years working in the finance industry. With a range of roles under her belt, her level of attention to detail and experience is second to none. Ash is professional, friendly and dedicated to providing tailored solutions for our clients. With an Advanced Diploma in financial planning and a commitment to ongoing accreditation, you can be sure she is across all aspects of the industry from the nuts and bolts to current trends.
In her spare time, Ash loves to travel with her partner Alex - be sure to ask her where is next on their list when you are chatting! Spending time with family and friends is also high on the list, as well as walks and park time with her fur baby, Opie the Boston Terrier.
If you’d like to make a time to meet with Ash about your financial needs, please feel free to contact us.
(Authorised Representative No. 467977)
Michael Jordan | Retirement Specialist
| Calm and composed |
Over the past two decades Michael has built a wealth of knowledge and experience in providing quality financial advice in superannuation, retirement planning and estate management. Widely known and respected as an all-round "nice guy", Michael has the rare ability to explain complex issues in a way that can be easily understood. His friendly, patient and calm nature allows him to assist his clients in achieving their goals with confidence and peace of mind.
When Michael isn't in the office you will most likely find him battling on the Greens Beach Golf Course, watching local footy or the bombers on TV or enjoying a weekend outdoors fishing, bushwalking & camping with his wife Anne and two children.
If you would like to make a time to chat with Michael about your finance needs, please feel free to contact us.
Anne Jordan | Office Manager
| Friendly and welcoming |
The smiling face you see here is the very same face you will see when you step into the ELM office. A sunny disposition and excellent customer service & communication skills are just a couple of the wonderful aspects that our office manager Anne brings to the team.
After graduating from the University of Tasmania in 2000 Anne lived, worked and travelled overseas - encouraging everyone she met to visit her beautiful home state of Tasmania. Anne has worn many hats, working across a wide variety of industries including Hospitality, Microbiology, Adventure Tourism and Real Estate. This varied work and life experience has provided her with the ability to chat, empathise and engage with people from many different corners of life.
Anne has a passion for travel, the outdoors, Tasmanian food & wine and anything adventurous! A self-confessed 'people person' Anne looks forward to meeting you and to ensuring that your experience with ELM is always the best it can possibly be.
Colleen Barnett | Paraplanner
| Intelligent and quirky |
We are incredibly grateful to have Colleen working hard behind the scenes at ELM as an all-round paraplanning superstar! Colleen is responsible for producing accurate, timely and informative advice documents for Emily, Ashley & Michaels clients and her quick wit and quirky nature keep us all entertained when the going gets tough.
Colleen grew up on a farm near Toronto in Canada, studying languages and literacy at university. Colleen met her husband Simon while working on a private charter in the Caribbean and they moved to Tasmania together over 10 years ago. Now, a busy mum with two little girls, Colleen loves to spend her spare time cooking, reading, mountain biking and gardening.
Lyn Dent | Resident Baker & Gardner
| Caring and generous |
Say hello to Em’s mum Lyn - you may see her friendly face around the ELM office from time to time tending to our rose garden or dropping off a supply of her delicious baked goods! When you visit us, we welcome you to enjoy one of Lyn’s delicious treats while you flick through today’s paper or a book from our book exchange shelf.
