Andrea Elmargi in

Andrea Elmargi

Login to view DISC.
Director and Senior Financial Planner at Innovative Wealth Management
📍 Greater Sydney Area, Australia

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overview
Experience
23 Years
Current Role
Director and Senior Financial Planner
Job Level
Senior
Location
Greater Sydney Area, Australia
Personality Overview

How Andrea shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Andrea cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topics
Career

Work history

10-2023
Director and Senior Financial Planner
Innovative Wealth Management
5-2019 - 6-2023
Advice Delivery Manager
Aware Super
6-2010 - 5-2019
Practice Manager
ANZ
11-2004 - 6-2010
Financial Planner
ANZ
3-2002 - 11-2004
Financial Advisor
Hillross Financial Services/AMP
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to view
Education
1999 - 2001
Bachelor of Commerce (BCom)
Western Sydney University
7-2020 - 7-2022
Graduate Diploma of Financial Planning
Kaplan Professional
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Andrea. Free, 10 seconds.