17 years of relevant experience. 14 years at Elston.

Damon has always believed that every decision he makes should ultimately benefit the client. It’s something he’s instilled in his team and championed throughout Elston over many years. As new people have joined Elston, and the firm has grown through acquisition, Damon has ensured that cultural values are embraced by all. Outside of work Damon enjoys keeping fit and spending time with the family.

5 years of relevant experience

Artem is a key member of the asset management team. As well as being responsible for the execution of trades across Elston portfolios, he provides support for a broad range of functions that are vital to the investment process. The skills he brings to the team have been built on years of analyst experience at Pinnacle Investment Management. Outside of work, Artem is at the beach, taking his kite surfing talents to new heights.

20 years of relevant experience. 12 years at Elston.

Dean is a quiet achiever who likes working behind the scenes to get the best outcomes for his clients. But somehow, he keeps finding himself in the spotlight. So far, he’s been named in Barron’s Top 50 Financial Advisers, not once, but twice. We think that has a lot to do with his exceptional client service and extensive strategic knowledge. In his spare time, Dean enjoys going skiing with the family.

35 years of relevant experience. 11 years at Elston.

With experience in institutional funds management and qualifications as a Certified Financial Planner, Lynda is well qualified to advise her clients.

Her ranking as one of Australia’s Top 50 Advisers and her leadership role at Elston Private Wealth, enables her to elevate the conversation with women about their financial futures. Lynda and her team have developed specialist services assisting women to negotiate divorce settlements with clarity and confidence.

12 years at Elston.

Elston has been home to Claire for many years now after joining the team in 2010. Entering as a paraplanner, Claire quickly grasped the processes and financial concepts needed to excel in her role and propel her career. After studying a bachelor’s degree at QUT, a Diploma of Financial Services and an Advanced Diploma majoring in Financial Planning, Claire became an accredited Financial Planner; contributing her knowledge to the Brisbane team as a Strategy Adviser. This role introduced her to numerous clients in a range of different family situations, igniting her passion for assisting clients in complex family law situations. Furthering her education by completing her CFP®, Claire now assists the Brisbane team as a Wealth Adviser. She hopes to help many more clients and families achieve financial freedom no matter their family situation.

23 years of relevant experience. 12 years at Elston.

Before joining Elston, Greg managed his own financial planning firm, working closely with clients who have known and trusted him for many years. Over the last decade he has continued to serve a growing band of loyal clients at Elston. He has also mentored a talented team of advisers who look to him for calm and insightful leadership. Outside work Greg enjoys travelling, music, sport and spending time with friends and family.

13 years at Elston.

Michael has over 20 years experience in the Investment and Finance field working with major companies such as the Commonwealth Bank, Esanda and BMW. He has worked closely with many Professionals, Business owners, Major Corporations and self funded retirees over the years to assist them in achieving their set investment and financial goals.

Michael holds a Masters Degree in Applied Finance with a double major in Wealth Management and Investment Management. Michael also holds a Post Graduate in Mining Finance and a Diploma of Financial Services (Financial Planning).

21 years of relevant experience. 8 years at Elston.

Alex joined Elston Group in 2014 after 13 years as a stockbroker with Wilson HTM. He brings a wealth of direct market experience to the group with his specialisation in direct equities.

Good investment requires experience and process. Alex enjoys bringing that certainty to client relationships enabling confidence and peace of mind. He works closely with corporate based clients in Brisbane and also many rural families looking to build “off farm” assets or transition to retirement. Outside of work Alex enjoys spending time with his young family, loves his sport and in particular is a keen cyclist.

Kelly has over 10 years experience in the financial services industry and understands the importance of working closely with clients to provide strategic advice to ensure they achieve their goals and objectives.  Kelly is committed to furthering her education and engaging in professional development.  Having completed an Advanced Diploma in Financial Planning, Kelly is currently completing a Masters of Financial Planning.

12 years of relevant experience. 6 years at Elston.

Sunitha has nearly 10 years’ experience in the financial services industry providing holistic financial advice to high net worth individuals, specifically tailored to each client’s needs and aspirations. She was the 2015 winner of the prestigious Gwen Fletcher Memorial Award, is a Certified Financial Planner (CFP®), a Self-Managed Super Fund Specialist (SSA™), has a Bachelor of Commerce – Accounting & Finance (UQ) and an Advanced Diploma of Financial Services (FP). In her spare time, she likes to travel, play tennis, practice yoga and spend time with friends.

16 years of relevant experience. 9 years at Elston.

Phillip is a Certified Financial Planner and has a Bachelor of Commerce and a Master of Applied Finance. He is also a passionate footballer and a keen cook. Phillip was initially drawn to financial planning through his interest in investments. But over the years it’s been the relationships he’s built with his clients that has given him the most satisfaction. Phillip loves helping people to picture their future and identify ways that they can achieve their goals.  

“Phillip has been very kind and compassionate from the moment he found out Mum had died. He has provided wise and measured advice to Dad and myself and been supportive all the way through. Phillip comes with genuine regard and compassion for people. I would like to thank Phillip for his advice, kindness and patience with Dad and I; and for always looking after my lovely Mum. ”

Lucy Kennedy

12 years of relevant experience.

Jessie has over 10 years’ experience in the financial services industry. Jessie prides herself on building quality relationships with clients to allow her to provide them with holistic tailored solutions. Jessie has completed numerous degrees including Bachelor of Business majoring in Accounting, Diploma of Financial Services, Advanced Diploma of Financial Services and is a Certified Financial Planner (CFP) and a Self Managed Fund Specialist (SSA). In her spare time, Jessie likes to travel and spend time with friends and family.

11 years of relevant experience.

Cindy has over 7 years of experience in working in the banking and financial industry. Before joining the Elston team as a senior associate advisers, she was a relieving branch manager at one of Australia’s largest banks. Cindy has a RG146 Tier 1 in securities, Diploma of Business and Bachelor of Commerce majoring in financial planning. She is currently studying her CFP.

14 years of advising experience

Elene is a fully qualified Certified Financial Planner who is totally down to earth. For over 14 years she has been helping people to define their goals and work towards them with confidence. After building her career with traditional planning firms, Elene made the move to Elston so that she could work with an experienced team of specialists providing clients with holistic financial solutions. When Elene is not at work, she likes to watch sci-fi movies with her two girls, bush walking and pursuing her love of travel (borders permitting).

Dan Di Girolamo joined the Elston Brisbane office late 2018, initiating the company’s Centralised Dealing Adviser function, providing support for the firm’s non-discretionary clients. Dan has had a keen interest in the share market since high school, and enjoys the everchanging aspects of world economies and how this affects markets.

With 10 years’ experience in the finance sector both here and in London, Dan’s previous position involved dealing exclusively with domestic and international equities. He completed a Bachelor of Business, majoring in Economics and Finance at QUT, as well as a Diploma of Financial Planning.

During his spare time Dan enjoys going on day tips to Stradbroke with his wife and son as well as, playing squash, outdoor soccer and watching sport.

21 years of relevant experience, 2 year at Elston

Before joining Elston, Eric played a key role in developing Perpetual, one of the industry’s most respected businesses. With his depth of financial knowledge and his strong commitment to exceeding client expectations, Eric is integral to the Elston team. When he’s not building professional partnerships and helping those companies to grow, Eric can be found at Suncorp Stadium watching the Broncos with family and friends.

Susan is a passionate contributor to community and social change.

Over a 20 year career in financial services, she has built a reputation as one of Australia’s most accomplished not-for-profit leaders. Susan has a deep understanding of social investment and is always looking for ways to create a positive impact through philanthropy and partnership.

She brings a wealth of experience to the role. Prior to joining Elston, Susan was Head of the APS Foundation at Australian Philanthropic Services.

3 years of industry experience.

Lachlan’s love of numbers initially led him into a career as an accountant. But he quickly realised that what he really enjoyed most was thinking about his client’s financial needs in a more holistic way. So, when the opportunity presented itself to join an experienced advice team at Elston, he didn’t hesitate. Under the mentorship of Dean Ireland and Lynda Mckie, Lachlan has quickly developed into an associate adviser who builds genuine connections with clients. Now that he has completed his Master of Financial Planning, Lachlan has more time for surfing and playing sport with his mates.

3 years of relevant experience.

In many ways, Caity is the woman of steel. Throw any challenge at her and she can handle it. Wild deadlines are tamed. Spot fires are doused. Stressed workmates are calmed. She has all the superpowers that a Client Services Officer needs to thrive in the role. She also has the credentials and experience that today’s advice industry demands. Caity works in Damon Bensein’s team and works hard supporting all team members so they can deliver great advice and exceptional service. When Caity isn’t at work, she likes to meet up with friends, hang out with her fur children, and curl up with a good book.

18 years of relevant experience. 2 years at Elston.

Julie is the go-to person for any and all tasks that need to be done now, and need to be done well. It’s her ability to keep smiling in the eye of the storm that has won over not just her teammates, but everyone she works with. This calm approach, and the way she performs under pressure, has been developed over 17 years in customer service roles, and many more years on the stage. Outside of work, Julie is heavily involved in the Brisbane theatre community. In fact, she’s a trained opera singer.

Nathan used to be a genius. At least Apple thought he was. He was attracted to this role by the cool blue t-shirt and the chance to buy all the latest Mac products at fabulous discounts. Three years later, the fun of fixing phones eventually wore off and he decided to put his economic studies to better use. Since joining the Elston team, Nathan has shown that his ability to solve complex problems for clients is invaluable. When he’s not working hard, supporting Lynda Mckie and her team, he’s at home, woodworking and pottering around with other creative projects.

3 years of relevant experience.

Craig was an accountant for seven years before he finally saw the light and realised that he really belonged in financial planning. Accountancy gave Craig a keen understanding of tax, budgeting and the importance of getting the details right. Elston has given him the opportunity to think about clients’ wellbeing in a more holistic way. Craig has a Bachelor of Business in Accounting and a Postgraduate Diploma in Financial Planning. He also has Lynda Mckie and Alex Rose, two of our most experienced advisers, as his mentors. Craig doesn’t get a lot of free time, but when he does, he’s on the golf course practicing his game and testing his patience.