Eleonor Klopsch BEc DipFP FNTAA MIPA
Principal/ Director of EWK Private Wealth
Eleonor built her experience and expertise over three decades as a trusted financial planner, tax accountant and small business proprietor. She is the long-term adviser to dozens of clients and has guided them to grow, manage and preserve their wealth.
Eleonor’s passion is to establish and maintain excellent financial foundations tailored for each client to achieve their goals and aspirations. Her thorough process ensures a detailed financial analysis is completed that encompasses the client’s full financial position from a financial planning, estate planning, accounting and tax perspective.
Eleonor’s educational qualifications include:
- CFP® – Certified Financial Planner with FAAA Financial Advice Association Australia
- BEc – Bachelor of Economics from Monash University
- DFP – Diploma of Financial Planning from Deakin University
- FTPA(TAX), FTPA(FA) – Fellow of TAI Practitioners & Adviser Ltd T/as Institute of Financial Professionals Australia
- FNTAA – Fellow of National Tax & Accountants Association
AEPS® – Accredited Estate Planning Strategist , University of Technology Sydney - MIPA – Member of Institute of Public Accountants
- Registered Tax Agent
- Ongoing professional development
Eleonor is a practitioner member of the following:
- FAAA – Financial Advice Association Australia
- TAI – Practitioners & Adviser Ltd T/as institute of Financial Professionals of Australia
- NTAA – National Tax and Accountants Association
- IPA – Institute of Public Accountants
Eleonor undertakes ongoing professional development to ensure her knowledge and qualifications are always up-to-date and appropriate for clients. Her advice specialisation is tailored for high net worth individuals and families, professionals, executives and career employees, business owners, and for individuals with large matrimonial settlements.
