Our Methodology Explained

A transparent, analytical approach for financial planning

We blend industry insights with clear communication and compliance to deliver practical solutions for your needs.

Meet Our Team

Professional, Experienced Advisors

Emily Griffiths

Emily Griffiths

Senior Consultant

14 Years Experience Analytical reviews

Education

Master of Applied Finance, University of Sydney

With expertise in analytical reviews and regulatory compliance, Emily supports clients through practical solutions.

Experience

FinPlan Partners - Financial Consultant (6 years)
Westlake Advisory - Senior Advisor (4 years)

Skills

Consulting Analysis Communication

Methodologies

Analytical reviews Regulatory compliance

Certifications

RG146 Compliance
ASIC Financial Services
Nathan Collins

Nathan Collins

Analytical Advisor

12 Years Experience Market analysis

Education

Bachelor of Commerce, Monash University

Nathan combines market insights with practical planning, ensuring every client receives actionable support from start to finish.

Experience

Compass Advisory - Market Analyst (5 years)
scievioiva - Analytical Advisor (7 years)

Skills

Analysis Strategy Support

Methodologies

Market review Personal consultations

Certifications

RG146 Certified
Financial Services Compliance
Priya Desai

Priya Desai

Client Support Lead

10 Years Experience Client communication

Education

Bachelor of Business, University of Queensland

Priya ensures clients always have a clear point of contact, focusing on communication and ongoing support throughout the process.

Experience

scievioiva - Client Advisor (6 years)
Insightful Support - Support Specialist (4 years)

Skills

Support Communication Organisation

Methodologies

Clear communication Ongoing support

Certifications

Client Service Excellence
Financial Compliance
Michael Zhang

Michael Zhang

Regulatory Specialist

9 Years Experience Regulatory adherence

Education

Master of Commerce, University of Melbourne

Michael monitors regulatory changes, ensuring scievioiva’s advice is always current and compliant for our Australian clients.

Experience

Regula Advisory - Compliance Analyst (4 years)
scievioiva - Regulatory Specialist (5 years)

Skills

Compliance Analysis Communication

Methodologies

Regulatory compliance Analytical review

Certifications

ASIC Regulation
AML/CTF Compliance

Our Four-Step Planning Process

We guide you from initial consultation to actionable solutions with ongoing support throughout your journey.

1

Initial Consultation And Needs Review

We start with a conversation to understand your background, objectives, and unique financial situation.

This allows us to tailor our support and advice to your circumstances.

2

Analytical Review And Assessment

Our team conducts an analytical review, examining relevant market trends and regulatory factors.

Findings are discussed clearly to ensure you understand all available options.

3

Personalised Solution Recommendation

Based on our assessment, we provide a clear, practical recommendation tailored to your goals.

We ensure all advice is compliant and easy to follow.

4

Ongoing Support And Review

After implementation, we offer continued support, updating you on new developments and reviewing your progress.

You are encouraged to reach out whenever your situation changes.

Why Choose scievioiva

A practical, transparent alternative

Feature
scievioiva
Others
Personalised consultations
Transparent communication
Ongoing support
Analytical market reviews
Strict regulatory compliance
No unrealistic promises