How Consultations Are Delivered at etirionxa.com
Learn more about our detailed, transparent approach to financial recommendations and discovery. We believe in combining in-depth research with open dialogue, ensuring each session is adapted to your personal objectives and current market context.
Meet Our Specialists
Diverse expertise, shared integrity
Sophie Maxwell
Senior Advisor
Master of Applied Finance University of Sydney
Compass Advisory
Core Skills
Methods
Qualifications
With over a decade in analytical financial review, Sophie employs a practical public-market lens. She is committed to unbiased support and clarity in every client dialogue.
Sophie brings meticulous research and composure to each consultation, guiding discussions and ensuring recommendations remain objective. She adapts methods to suit different backgrounds and keeps dialogue easy to follow.
David Kim
Principal Consultant
Bachelor of Commerce Finance Monash University
Market Insight Group
Core Skills
Methods
Qualifications
David’s background is in financial planning and review. He maintains impartiality throughout every conversation and helps clients consider various risk factors.
David takes the time to clarify complex ideas, supporting thoughtful decision-making. He encourages clients to evaluate options and explains current market factors patiently in every session.
Helen Carter
Consultation Specialist
Graduate Diploma Finance Australian National University
Equity Consulting
Core Skills
Methods
Qualifications
Helen is known for thorough research and a balanced approach to every scenario. She listens carefully, placing client objectives first in each analytical review.
Helen’s sessions are marked by patience and careful review, establishing an environment where all questions are welcome. She ensures all information is clear and relevant to your needs.
Arjun Patel
Financial Review Analyst
Master of Business Administration University of Melbourne
Insightful Finance
Core Skills
Methods
Qualifications
Arjun combines market data with a client-oriented approach for each consultation. He champions transparency and strives for an honest, approachable experience.
Arjun strives to make every client feel respected and informed by explaining the reasoning behind recommendations and demystifying technical terms during each session.
Our Method Process
Initial Inquiry
Submit your interest, and we’ll respond shortly to schedule a suitable consultation and gather a brief overview of your objectives.
Discovery Session
Discuss your questions, challenges, and financial context openly with a specialist, ensuring the conversation addresses what matters most to you.
Analysis Preparation
Our team performs a contextual review of current trends and considerations before outlining possible pathways matched to your goals.
Recommendation Summary
We present a summary of options and supporting analysis, discussing their relevance and ensuring you feel confident moving forward.
Choosing The Right Recommendation Partner
Explore how our fact-based, discussion-driven process compares to standard consultation services.