Premium Portfolio Service
Elaine heads Burrell’s well regarded Premium Portfolio Service (PPS) team. Specialising in portfolio administration, Elaine and her team take the time and worry out of owning a share portfolio for just over 600 Burrell clients, every one of which Elaine knows by name.
On joining Burrell in 2005, Elaine set about building Burrell’s Premium Portfolio Service and team from scratch. Today, everyday, this team of five attend to the administration, paperwork, compliance, reporting, and tax concerns of our clients’ share portfolios. Order, communication, attention to detail, problem solving and analysis skills reign in this team, but as our clients will attest, their client service is paramount.
There’s nothing Elaine doesn’t know about the day-to-day and long term nuances of managing a share portfolio. And as a PPS or Individually Managed Portfolio Service (IMPS) client, Burrell clients have full access to Elaine and her team.
Before life at Burrell, Elaine was formerly a Client Service Adviser with Australian Executor Trustees (formerly Tower Trust), and before that, an administrator in the Master Trust area at Suncorp Metway. Perhaps these roles, together with six years as a Client Service Officer with Ansett Airlines instilled the exceptional level of client service that she now provides, or maybe that’s just Elaine!
When she’s not looking after Burrell’s clients, Elaine loves to get lost in a good book.
Elaine’s career highlight has been building a successful department from scratch – just her and an instruction manual.
Client portfolios administered are worth just over $750million.