Elli Dance

Client Services Manager & Admin Officer

With 19 years in the industry, Elli Dance knows what exceptional client service looks like - and she's built a team to deliver it.

Elli leads UNICA's Client Services & Administration team, making sure advisers and clients receive consistently exceptional support. Her role includes managing workflows, training and mentoring team members, and ensuring everyone has what they need to deliver high-quality service. She also supports all staff across the business, helping maintain a smooth, efficient, and supportive working environment.

Elli works closely with Managing Director Dominic Mulcahy, acting as his primary point of contact for a small group of his clients. She coordinates their ongoing needs and administrative requirements, making sure they have a seamless, personalised experience.

Making things easier for both our staff and our clients is one of the most fulfilling parts of what I do.

What Elli enjoys most is providing clear, confident guidance to her team - whether helping someone learn the ropes or working through a complex task together. Being someone the team can rely on and knowing she's helping clients feel informed, reassured, and genuinely cared for are what make her role rewarding.

Outside work, you'll usually find Elli on the sidelines cheering on her kids at their many sports activities - soccer, footy, netball, tennis, you name it. She also loves getting away for a holiday or exploring new parts of Tasmania.

Qualifications

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Diploma of Financial Planning - Financial Services Specialist

Diploma of Financial Planning - Financial Services Specialist

Corporate Authorised Representative of SGN Financial Pty Ltd ABN 40 120 395 904, AFSL 490523. Liability limited by a scheme approved under Professional Standards Legislation.

Corporate Authorised Representative of SGN Financial Pty Ltd ABN 40 120 395 904, AFSL 490523. Liability limited by a scheme approved under Professional Standards Legislation.

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