Our Team

George Elias

George Elias B.Comm., Dip. FP., CPA (FPS), MFAA Credit Adviser™, GAICD

George Elias is the principal of Elias Financial Services.

George has a B.Comm. (with merit) from the University of NSW and a Diploma of Financial Planning (Dip. FP). He has been a Certified Practising Accountant member of CPA Australia since September 1989 and a CERTIFIED FINANCIAL PLANNER® practitioner member of the Financial Planning Association of Australia Limited (FPA) between November 1996 and June 2020. George also has successfully completed the Company Directors' course with the Australian Institute of Company Directors GAICD.

George has been providing financial/accounting advice as principal of Elias Financial Services since July 1991 to a wide range of personal and small/medium business clients, and provided investment advice as an authorised representative of Count Financial from June 1992 to June 2020. Since stepping back from providing financial planning advice, George has concentrated on tax effective Asset Protection and Estate Planning strategies for our clients. George also heads up the mortgage broking arm of the business providing tax effective loan structuring advice.

Besides spending time with his family outside of work, George enjoys tennis, skiing and playing guitar in a Classic Rock covers band.

Erika Wickman

Erika Wickman joined Elias Financial Services in February 2012, returning to the workforce after several years raising a family. She shares the administration tasks with Jill and enjoys the work/life balance. Erika originally trained as a chef before heading overseas to travel. She has also worked in various admin/secretarial roles.

Eva Wei

Eva Wei joined Elias Financial Services as a trainee accountant in July 2010. She has been assisting clients with preparation of their tax returns, annual financial accounts and quarterly BASs.

In August 2014, she became a Certified Practising Accountant. With more than 7 years experience in tax and financial services, she has developed a variety of professional skills and client service experience.

Megan Stevenson

Megan Stevenson joined Elias Financial Services in October 2014 as a part-time administration assistant. She prepares documents for the Self Managed Super Funds, new Companies and other tasks. Megan has many years' experience in administrative and secretarial roles across a wide range of industries including insurance, pharmaceutical and mining.

Kalaivani Kandhakumar

Kalaivani Kandhakumar has worked for a range of Australian and Indian accounting firms, most recently, during 2021, taking a maternity leave position for a firm in Melbourne. She is Xero certified and has had 5 years experience as an accountant. Kalai is partway through her Chartered Accountant qualifications and is working towards obtaining her full qualification as soon as possible.

Kalai comes to us from the reputable accounting firm ‘AccSource’ based in Chennai, India. EFS has been engaging with AccSource for several years now to manage our peak load periods. Kalai’s referees, both in Australia and India speak glowingly of her attitude and ability.

In her free time Kalai enjoys reading novels and writing thrillers! Kalai’s motto is “With great power comes great responsibility”.

Kaushal Surana

Kaushal Surana joined Elias Financial Services in July 2022. He has achieved a B.Com and is currently progressing to ACCA.

Kaushal is also Xero Advisory & Payroll Certified and has been working in accounting and taxation since 2019.

Outside of work hours, Kaushal is a part time dance choreographer. He enjoys playing cricket, badminton, travelling and spending time with friends. His personal motto is: “Stop Thinking Start Living”.

Fiona Lee

Fiona Lee joined Elias Financial Services in November 2023 and brings a wealth of experience to her role as part-time administration assistant. Previously, she spent over 10 years working in project management, industrial design, team leadership, and office management. This diverse background equips her with strong organisational, communication, and problem-solving skills, which she now applies to keep our administrative tasks running smoothly.

George Elias trading as Elias Financial Services ABN 63504117400

Testimonials

I have had the pleasure of having George Elias as my accountant and tax advisor since 2006. During this time I have changed employment, began a consulting business and finally retired. My wife similarly changed major jobs and also finally retired.

At all time the advice and service from George and his highly capable staff has been timely and of the highest quality .

Prof John Horvath AO

The EFS team are totally dedicated to providing the very best customer service and easy to understand advice in all aspects. The investment advice I have received has proven time and time again to be extremely knowledgeable and well researched. Additionally the way in which EFS are able to assist me in any financial issue no matter how large, small or diverse provides me with complete confidence that I am dealing with a professional team.

I have and will continue to have absolutely no hesitation in recommending the services of this excellent company.

Ray Dummett
Melbourne

I have been a Client of Elias Financial Services for over 25 years, and have always found them to be very competent and professional. EFS has striven to ensure my Accounting, Investment and Insurance needs are looked after, are relevant and are up-to-date.

With a young family, and being self-employed, the organisation of these aspects is critical in providing me with a sense of security and peace of mind. EFS 'knows me' and knows where and when I need their help. That way, when opportunities arise, or conditions change, they contact me to ensure I don't miss out, but also make any required adjustments.

This ongoing help, year after year, is precisely the service I require. I have no hesitation in recommending EFS, so much so that I have referred them to my family and friends.

Robert Wulff
Griffith Hack — Patent and Trademark Attorneys