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Elston’s clients can access our Information Portal below for instant access to our resource and information centre. If you do not have your log in details, contact your Elston Adviser on 1300 357 866.
If you are not an Elston client, you are welcome to contact your closest Elston office for a confidential discussion about your investment needs. For convenience Elston has offices in Ballina, Brisbane, Bundaberg, Canberra, Hervey Bay, Gold Coast or Tamworth – 1300 357 866.
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 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 has over two decades experience in banking, investment advice and financial services. Peter holds tertiary qualifications in both Economics, Banking and Finance as well as Post Graduate Studies in Applied Finance and Investment in addition to Financial Planning qualifications. Peter is one of the founders of Elston and is proud of the business, its team members and its culture. As Executive Chairman his focus beyond his Corporate Governance responsibilities is to assist in the sustainable growth of the many facets, functions and services of Elston.
Damon Bensein is passionate about clients having choice and helping Elston and its team members be the best they can be. Damon leads a team of professional advisors to ensure they have the skills, tools and resources to enable clients to make informed decisions through the delivery of customised, professional advice. Additional to this, his role is to be the custodian of our culture and values to ensure the long-term success of clients, staff and shareholders.
Some of Damon’s experience to date has been growing a client base and collaborating with their professionals to help them achieve their goals, integrating the successful acquisition of multiple advice firms and overseeing the transfer of client relationships to Elston, and also building a team of successful advisers within the Elston framework and assisting with the development and implementation of the strategic direction of Elston.
Damon’s background started in the service industry and this foundation has influenced his belief that the client comes first as without them Elston would not have a business. Some real-world experience that has lead him to where he is today are roles with Woolworths, CBA and Wilson HTM. All these roles have been underpinned by studying a Bachelor of Business majoring in Funds Management, achieving a Graduate Diploma of Financial Planning and more recently receiving the Certified Financial Planner (CFP®) designation.
When not at work you’ll find him keeping fit and enjoying the finer things of life such as beer, wine, food and sports. Damon also enjoy spending time outdoors with his wife and two girls and just generally loving life.
Nick Revis joined Elston in June 2015. As Head of Asset Management, Nick’s role includes supervision and development of the asset management business. Nick also supports the Portfolio Managers and coaches the Analysts whilst reviewing portfolio risk management.
Nick over 10 years of experience in the investment management industry. Prior to joining Elston, Nick held a key role in investment and operational due diligence for an ASX-listed company specialising in developing strategic partnerships with international and Australian fund managers across a diverse range of asset classes. His experience involved functions relating to Investments, Operations, Product Development and Distribution as well as Responsible Manager (RM) duties. Previously, Nick was employed with Wilson HTM Investment Group as a Performance Analyst.
Nick holds a Bachelor of Business majoring in Management and a Masters of Business (Applied Finance), both from Queensland University of Technology (QUT). Nick has also earned the right to use the CFA designation.
Ben has many years experience in the financial services industry and at Elston. In particular he has been heavily involved in the development and operation of Elston’s managed discretionary account services, business to business services and commercial joint venture operations. He is also highly experienced in retail advice and management. Bens role encompasses supervision of Elston’s group operations including strategy execution, innovation and systems development, compliance and change management.
Ben is a responsible manager of Elston’s Australian Financial Services License and holds a Bachelor of Finance and an Advanced Diploma of Financial Services.
With over 16 years experience in the wealth management industry in both the UK and Australia, including the previous fourteen years with Macquarie Bank in a variety of roles involving training, relationship management and sales. Mark was appointed an Associate Director of Macquarie in 2011 and was most recently Senior Sales Manager (QLD).
During my time at Macquarie I focused on supporting accountants, financial planners, stockbrokers and administrators with improving their advice businesses by having a positive solutions focused approach to my work, and by building trust, respect and goodwill with all of my clients. Mark holds a BA (Comms) from University of QLD and RG146 from Kaplan.
Nathalie joined the Elston team in February 2017. Her experience in the Financial Planning industry over the past 5 years includes roles at QSuper and Heritage Bank, across business analysis, administration, operations and compliance. As Chief Administration Officer, Nathalie’s role involves working closely with the Executive team to drive the execution, implementation and administration of new and existing initiatives. Her responsibilities encompass Human Resources, WH&S, Legal and Company Secretarial duties.
Nathalie has completed a Bachelor of Business majoring in Finance, attained Level 1 of the CFA (Chartered Financial Analyst) Program, and is currently undertaking a Bachelor of Law (Honours) at QUT. In her spare time, Nathalie enjoys spending time with family, cooking and eating, travelling overseas and outdoor adventures.