Board of Directors

Andrew McKie, CFA BEcon, F Fin
Portfolio Manager, CEO

Andrew McKie is a Portfolio Manager and Chief Executive Officer of the Elston Group. Andrew’s role includes portfolio construction and management, supervision, development and feedback on the research process and mentoring the Analysts. Andrew is co-founder of the Elston Group.

Andrew has over 18 years of experience in the investment industry including managing high net worth discretionary portfolios and managed accounts since 2005.

Andrew holds a Bachelor of Economics from the University of Queensland (UQ) and a Graduate Diploma in both Applied Finance and Investments and Financial Planning. Andrew is also a fellow of the Financial Services Institute of Australasia and has earned the right to use the CFA designation.

Bruce Williams, CFA BBus, F Fin, GAICD
Portfolio Manager, Executive Director

Bruce Williams is a Portfolio Manager and Executive Director of the Elston Group. Bruce’s role includes portfolio construction and management, supervision, development and feedback on the research process and mentoring the Analysts. Bruce is co-founder of the Elston Group.

Bruce has over 18 years of experience in the investment management industry gained both locally and overseas including managing high net worth discretionary portfolios and managed accounts since 2005.

Bruce holds a Bachelor of Business from the University of Queensland (UQ) and a Graduate Diploma in both Applied Finance and Investments and Financial Planning. Bruce is also a graduate member of the Australian Institute of Company Directors, a fellow of the Financial Services Institute of Australasia and has earned the right to use the CFA designation.

Peter McVeigh MAICD, BBus (B&F), GradDipAppFin, GradDipFP
Executive Chairman

Elston Executive Chairman, Peter McVeigh, has a wealth of experience in the finance industry. Building on tertiary qualifications in Economics, Banking and Finance, Peter took on the role of loans officer at PIBA and QIDC before working in research at Henderson Charlton Stockbrokers. Peter also has Graduate Diplomas in Applied Finance & Investment and Financial Planning.

Brett Ulrick CFP, GradDipFP, BBus (Acc)
Director
Elston Private Wealth

Elston Board Director, Brett Ulrick, has a over 20 years of investment management experience having worked for Royal Bank of Scotland and JP Morgan in London, Natwest Markets and Westpac in Sydney, and Suncorp in Brisbane prior to joining Elston in 2003 and becoming a Director in 2005. Brett is a Certified Financial Planner (CFP®) with the Financial Planning Association of Australia (FPA®). Brett also has a Bachelor of Business (Accounting), Graduate Diploma in Financial Planning, and is an Accredited Derivatives Adviser Level 1 & 2.

Anthony Castellaro BBus, GradDipFP
Director
Elston Private Wealth

Elston Board Director, Anthony Castellaro, has worked as an authorised representative, stockbroker and branch manager for Elston since 2002. Anthony has a Bachelor of Business (International Business), Graduate Diploma Financial Planning and is an Accredited Derivatives Adviser Levels 1 & 2. Anthony is the Head of Private Wealth at Elston’s Gold Coast office.

Darren Withers CFP®, SSA, BComm, DipFP
Director
Elston Private Wealth

Elston Board Director, Darren Withers, is Elston’s Head of Strategic Advice with 20 years experience in the industry. Darren has three times been named as a member of the Financial Planning Master Class by AFR Smart Investor Magazine (2007, 2010 and 2013). Darren is a Certified Financial Planner (CFP®) with the FPA® and a Specialist Self Managed Super Fund Adviser (SSA) with SPAA. Darren has a Bachelor of Commerce degree and Diploma in Financial Planning.

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