20 years of relevant experience. 17 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.

23 years of relevant experience. 15 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.

24 years of relevant experience. 14 years at Elston.

Lynda McKie is a Certified Financial Planner who invests time and care into guiding her clients through career crossroads, family challenges and all sorts of life events. Lynda is a highly respected thought leader who has been named by Barrons as one of Australia’s top 100 wealth advisers. She is also passionate about giving back. It’s something that she does through Not Profit Board roles, the mentoring of her young team, and in her role as Director of the Trustee governing the Elston Giving Foundation, a public ancillary fund that is making philanthropy accessible to more Australians.

15 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.

30 years of relevant experience. 15 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.

16 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).

24 years of relevant experience. 11 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.

12 years at Elston.

Kelly is passionate about helping people to picture their future and to see the simple steps they can take to work towards their goals. Over the years, she has worked with a number of family lawyers and their clients, providing guidance for people who are facing difficult decisions at an extremely stressful time. Kelly is a Certified Financial Planner with a well credentialed CV. But it is perhaps her ability to listen and to bring clarity and empathy to financial discussions that is her greatest asset.

15 years of relevant experience. 9 years at Elston.

Sunitha has over 15 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.

15 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.

17 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).

23 years of relevant experience. 12 years at Elston.

Troy has close to two decades of financial planning experience. Throughout his career he has always striven to help clients build their wealth and protect it for the future. This passionate pursuit of great outcomes for clients is also evident in the way he assists business owners to plan and prepare for succession.

7 years of industry experience.

After winning the AMP University Challenge in 2017, Artur knew that he had found his calling. This recognition, and his passion for guiding people on their financial journey, has driven him to do more for his clients. Today he has over 5 years’ experience in the industry. He holds a Bachelor of Commerce degree majoring in Finance and Financial Planning, and is on his way to achieving Certified Financial Planning (CFP) accreditation. He is also undergoing his Professional Year, to become an Elston Private Wealth Adviser. In his spare time, Artur enjoys playing tennis and running, and is always the first to put his hand up for a charity fun run.

6 years of relevant experience.

When Jillian joined Elston, she brought experience, energy and a natural empathy with people who love life and want to protect everything that’s important to them. She sits in the hub of the Wealth Protection team, ensuring the advisers have all the support they need. Jillian also enjoys chatting to clients and walking them through any processes that need clarification. She loves to travel so much that she even managed to wrangle a year as an exchange student in Scotland. In her spare time, Jillian likes spending time with her crazy kelpie puppy and cheering on the Broncos, a team she has stuck with through thick and thin.

24 years of relevant experience, 5 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 nationally recognised leader in philanthropy and social investment, with over two decades of experience spanning financial services, structured giving, and not-for-profit leadership. As Head of Philanthropic Services at Elston, Susan works closely with individuals, families, and professional advisers to embed strategic philanthropy into wealth management and estate planning.

Susan is passionate about creating meaningful impact through partnerships and is a driving force behind the expansion of philanthropic giving in Australia. She is Chief executive Officer of the Elston Giving Foundation, which supports a growing community of sub-fund holders across the country.

Prior to joining Elston, Susan was Head of the APS Foundation at Australian Philanthropic Services. She is also a Non-Executive Director on several ancillary fund boards, Queensland President of the Melbourne Business School alumni chapter, and an advocate for the integration of philanthropy education into financial services.

21 years of relevant experience. 5 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.

6 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.

What does it take to win Elston’s ‘Rookie of the Year?’ Emily could have probably taken out the award simply by bribing her teammates with cookies. She does love to bake. But she actually did it the old fashioned way by smashing admin, juggling ever-changing tasks and always being eager to assist Lynda McKie and everyone in the team with whatever’s needed. Em is a bundle of positive energy who genuinely loves to help people. She’s also a foodie, an artist and a trip fanatic. Apparently, she caught the travel bug in her STA Travel days and has no interest in seeking a cure.

Since joining Elston, Nishkala has added valuable support to the Wealth Protection team’s work right around the country. Under Troy Pearsall’s mentorship, Nish has built on the skills she gathered in banking and accounting and embraced the important role insurance plays in people’s lives. Nishkala enjoys reading, live music and long walks with Odie, a great Dane of sorts, who was named after Garfield’s canine housemate.