Principal and Senior Wealth Adviser
Aziz is the Principal and Founder of Elixir Private Wealth Pty Ltd. He did his Bachelor of Science in Business with minors in Economics and Sociology from Indiana University, Bloomington, USA. He is also a Certified Financial Planner since 1999.
He started his career in Financial Planning with MLC Private Client Services (PCS) in 1997. He won MLC Private Client Service’ Financial Planner of the Year award in 1998 and was promoted to Manager and moved to Melbourne to set up MLC –PCS there in 1998.
He then joined Perpetual Private Clients in 2000 and won “Rookie of the Year 2001”. He then joined NAB Private Wealth in 2001 and remained in the Top 3 Practices in NAB Private Wealth until he started Elixir Private Wealth Pty Ltd in January 2012.
He enjoys Tennis and has won numerous tournaments at his time in university in the US and also won the University Championship in Badminton in the US. He was also awarded “Athlete of the Year 1989” by his Fraternity, Tau Kappa Epsilon (TKE).
Aziz is married with 2 children.
Aziz has a real passion for looking after his esteemed clients and ensuring that they are enjoying life!
Gulzar is the General Manager of Elixir Private Wealth Pty Ltd which incorporates our Elixir Family Wealth division. She has completed her Bachelor in Science as well as Master’s in Business Administration. She has also completed her diploma in Financial Markets from Securities Institute Sydney and has also completed RG146 from Kaplan Institute. Gulzar is also a Fellow of the Life Management Institute, USA.
Gulzar commenced her career at CommInsure Life Insurance in 2001. Prior to joining Elixir Private Wealth Pty Ltd., she was an Executive Claims Manager at CommInsure, where she was responsible for managing 60 staff including case managers, admin and team managers. She was in this role until 2012.
Gulzar enjoys travelling and spending time with her kids.
Gulzar has a passion for delivery of service to clients and brings a great deal of efficiency to the business.
David is a specialist in lending and debt structure with an expertise in all aspects of personal and commercial lending.
With a career spanning some 30 years in Business and Private Banking, David has an expert understanding of credit procedures and lending products. His specialty is to make the complex, simple.
David’s qualifications include a Bachelor of Business (Finance and Economics) from the University of Technology, Sydney; Graduate Diplomas in Financial Planning and Applied Finance & Investment from the Securities Institute of Australia. Industry qualified, he holds a Diploma of Finance and Mortgage Broking Management and is an Accredited Finance Broker with the Mortgage & Finance Association of Australia (MFAA),
With a passion to achieve the best outcomes for his clients, David has the experience and knowledge to expertly guide you along your financial journey.
David enjoys spending time with his family. He also loves music, fine wine and a good laugh.
David loves to ensure that his clients are in the best position they can be. This drives him to look after each client with a great deal of care.
David Agius is a credit representative (Credit Representative Number 495717) of BLSSA Pty Ltd ACN 117 651 760 (Australia Credit Licence Number 391237).
Our Client Service Manager, Rové Schwartz, is there to act as your personal financial assistant to provide access to reporting and other administrative tasks you might need to undertake in sorting out your financial affairs.
Rové has worked in Financial Planning since 2002 and enjoys traveling, all furry creatures great and small, as well as spending time with her family.
Rove´ loves meeting people and brings a genuine warmth in dealing with our clients.
In addition to the above, we have access to a vast team of dedicated researchers at an Institutional level; a team of “Family Office” style World Class Asset Consultants providing market intelligence; and ‘Platinum’ level of Service from our service and institutional providers.