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Philip McCoy Certified Financial Planner ®
SMSF Specialist Advisor ™

I began my professional life in banking and finance in 1976 when I commenced with National Australia Bank. During the following 20 years, I also worked with Macquarie Bank and ANZ Bank, in commercial finance and senior management roles.

I commenced my Financial Planning career in 1998 and joined Elevate Financial Solutions in 2001, where I am a director and senior team member. I am a Certified Financial Planner and a SMSF Specialist Advisor.

I enjoy helping people understand their financial position and working to develop a strategy that best suits them to maximise their potential and to achieve financial independence.

I have the perfect job… because I love people and love numbers.

At Elevate Financial Solutions, I help clients make wise decisions with their money and investments and give them peace of mind.

When not working with clients, I enjoy motorbike riding with my friends (and many clients!) and think that a 300 kilometre day trip is a great way to ‘blow away the cobwebs’.

I also enjoy cycling (pedal power) with my grandchildren, drinking good coffee, good wine and am actively committed to my local church.


Crysta Vandersluys Certified Financial Planner ®
MFAA Credit Advisor

A Certified Financial Planner since early 2011, Crysta is passionate about helping and caring for people. She firmly believes that she can help people improve their situation financially and in some cases, emotionally

Crysta aims to take away the hassle for people and make their lives easier.

Crysta’s career in the financial services industry commenced in 2002 at Elevate Financial Solutions as Client Service Officer where she gained valuable knowledge providing operational and administration support, the role helped Crysta gain experience and a comprehensive understanding of the financial planning industry.

Following on from her role as Client Service Officer Crysta completed her finance qualifications and became a Certified Financial Planner in 2011. Crysta holds a Bachelor of Business (Applied Finance) sub-majoring in Financial Planning, Advanced Diploma in Financial Services, Self Managed Super Fund Accreditation, Certificate IV Mortgage Broking, Certified Financial Planner and a Diploma of Finance & Mortgage Broking Management.

Crysta’s aim at Elevate is to continue to grow the business and enjoy the company of the people she works with both personally and professionally. She gets a real buzz out of watching someone achieve their goals – the sense of relief, happiness and amazement that they have managed to take their financial situation to the next level – she says it’s something money cannot buy!

Away from the office Crysta enjoys spending time with her husband and daughter, extended family and friends who all keep her grounded. Crysta is also a keen sports enthusiast, particularly tennis, Motor Racing, and a lover of horses and boats.


Luke McCoy Certified Financial Planner ®

In Luke’s words, being a trusted Financial Planner enables him to combine two of his greatest passions; people and finance.

Luke has worked as a Financial Planner since 2008 across various Advice groups, including Commonwealth Financial Planning and Millennium 3, before joining Elevate Financial Solutions in 2015.

Luke holds a Bachelor of Business & Commerce (Banking & Finance), Graduate Diploma of Applied Finance (Financial Planning), Graduate Diploma of Education (Secondary) and is a Certified Financial Planner. He has diverse financial industry experience, having worked in stockbroking and client relationship management early in his career.

Luke is also committed to using his financial planning skills to serve the broader needs of his local community. Every year he runs a budgeting course at a women’s corrective services facility in Parramatta.

Luke’s aim is to help people navigate their changing financial planning needs, through all life stages, keeping them focused and committed to their long term goals, with the view of making their ideal financial future a reality.

When he is away from the office, Luke is busy with the demands of a young family and actively involved in his local church. In his spare time, he enjoys sharing good food, coffee and wine with his friends.


Ashlee Fuller Practice Manager

I joined the team at Elevate Financial Solutions in April 2012 after completing a traineeship and obtaining Certificate III in Financial Services. Since then I have completed Certificate IV in Financial Services (Finance & Mortgage Broking) and I will continue my studies as I progress in the finance industry.

As Elevate’s Practice Manager, I am often the first point of contact clients will have with Elevate and will coordinate the client experience in a courteous and professional manner.

I am passionate about providing great customer service and take great pride in ensuring efficient and effective follow up.

In my spare time, I enjoy the company of my family and friends, losing myself in a good book and testing out new recipes in the kitchen. I also enjoy following a variety of sports, especially Rugby League and Soccer.

 

 

Today, Elevate Financial Solutions is a Corporate Authorised Representative of AMP Financial Planning Pty Limited (AMPFP) and is recognised as a Platinum Practice within the AMP Financial Planning group. Elevate has a team of three individual Authorised Representatives; Philip McCoy, Crysta Vandersluys and Luke McCoy working with a Customer Service team headed by Ashlee Fuller. Elevate Financial Solutions also offers mortgage financing services through Crysta who doubles as our Finance Specialist. Follow the ‘Our Team’ link for more information on the people at Elevate Financial Solutions.

Our association with AMP Financial Planning provides us with market leading research and technical capabilities, a wide range of financial planning solutions and access to some of the best fund managers around the globe.

Elevate Financial Solutions values its reputation for integrity, financial planning expertise and quality client service. This reputation has been built on a foundation of customer orientated values that commence with the way that we firstly assist you to define your financial goals and then, through working together, put in place strategies to help you achieve these goals.