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Welcome to Elston Brisbane, the Brisbane experts in financial planning services offering tailored solutions and personalised service to help clients realise their full financial potential.
When it comes to financial services companies, big is good, but not too big. Elston is the right size. Small enough to be client focused, large enough to be stable and strong. Elston is one of Australia’s largest privately owned and operated financial services companies with $2 billion in funds under management.
If you need financial planning services or investment advice, our Brisbane team is on hand to help you build and protect wealth.
Feel free to give us a call. We would love to hear from you.
Elston House, Level 5, 850 Ann St,
Fortitude Valley QLD 4006.
GPO Box 2220, Brisbane 4001.
Ph: 07 3211 9555
Fax: 07 3211 9444
Equities Dealer & Portfolio Analyst
BComm, MFin
Equities Dealer & Portfolio Analyst
4 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, when he’s not completing his CFA studies, Artem is at the beach, taking his kite surfing talents to new heights.
CEO of Elston Private Wealth
BBus, GradDipFP
CEO of Elston Private Wealth
16 years of relevant experience. 13 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.
Strategy Adviser
SSA™, BComm
Strategy Adviser
19 years of relevant experience. 11 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.
Private Wealth Adviser
BComm, DipFS (FP)
Private Wealth Adviser
34 years of relevant experience. 10 years at Elston.
With experience in institutional funds management and financial planning, Lynda is well qualified to advise Elston clients. Her ability to analyse the true worth of listed companies is matched by her ability to understand what the individual is trying to achieve. At Elston she gives private investors the benefit of all her skills and experience.
Strategy Adviser
SSA™, AdvDipFS (FP)
Strategy Adviser
11 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.
Private Wealth Adviser
DFP, BA
Private Wealth Adviser
22 years of relevant experience. 11 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.
Private Wealth Adviser
MAppFin (IM,WM), CFP®
Private Wealth Adviser
12 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).
Private Wealth Adviser
BBus (Man), GradDipAppFin & Inv
Private Wealth Adviser
20 years of relevant experience. 7 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.
Private Wealth Adviser
AFP®, MFinPlan, AdvDipFS (FP)
Private Wealth Adviser
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.
Manager Sydney & Strategy Adviser
CFP, BComm, SAA
Manager Sydney & Strategy Adviser
11 years of relevant experience. 5 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.
Private Wealth Adviser
MAppFin, BComm, DipFS (FP)
Private Wealth Adviser
15 years of relevant experience. 8 years at Elston.
Phillip has over 14 years’ experience within the financial services industry working in tax for a top tier accounting firm and as a paraplanner in a major advising firm prior to joining Elston in 2013.
Phillip was drawn to the Financial Planning career through his love of investments. As a Financial Planner Phillip is able to help his clients identify their goals and create a clear path on how to achieve them. For Phillip it’s the relationship he builds with his clients that drives him, navigating them through the uncertain times and celebrating in their successes.
He has a Bachelor of Commerce degree, his Masters of Applied Finance and has recently become a Certified Financial Planner (CFP®).
Phil is fluent in Greek and loves playing soccer or cooking in his spare time.
Strategy Adviser
SSA™, BBus(Acc), Cdec
Strategy Adviser
11 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.
Senior Associate Adviser
BComm (FinPlan), DipBus, RG146 Tier 1
Senior Associate Adviser
10 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.
Philanthropic Services Manager
CFP®, BComm, GradCertBus
Philanthropic Services Manager
Amanda is passionate about growing ‘giving’ in Australia and is a specialist in supporting individuals, families and companies to get the most from their charitable giving.
Amanda is a qualified financial planner, holds a Bachelor of Commerce (with distinction), a Graduate Certificate in Business at QUT (Philanthropy & Non-Profit Studies) and is completing her Masters in Philanthropy and Social Investment at Swinburne.
Amanda believes the best way to help others give, is to give herself and is involved in several voluntary and philanthropic initiatives including director of the Brisbane Women’s Club, Women & Change giving circle committee member and 10×10 Philanthropy. She also works as an associate consultant for Philanthropy Australia.
Centralised Dealing Adviser
BBus (Econ & Fin), GradDipFP
Centralised Dealing Adviser
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.
Partnership Executive
Partnership Executive
20 years of relevant experience, 1 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.
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Elston Group - ACN 130 771 523
EP Financial Services Pty Ltd - ABN 52 130 772 495 / AFSL 325 252
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