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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
Senior Private Wealth Adviser
BBus, GradDipFP
Senior Private Wealth Adviser
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.
Equities Dealer & Portfolio Analyst
BComm, MFin
Equities Dealer & Portfolio Analyst
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.
Strategy Adviser
SSA™, BComm
Strategy Adviser
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.
Private Wealth Adviser
BComm, DipFS (FP)
Private Wealth Adviser
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.
Strategy Adviser
SSA™, AdvDipFS (FP)
Strategy Adviser
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.
Private Wealth Adviser
DFP, BA
Private Wealth Adviser
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.
Private Wealth Adviser
MAppFin (IM,WM), CFP®
Private Wealth Adviser
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).
Private Wealth Adviser
BBus (Man), GradDipAppFin & Inv
Private Wealth Adviser
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.
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
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.
Private Wealth Adviser
MAppFin, BComm, DipFS (FP)
Private Wealth Adviser
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
Strategy Adviser
SSA™, BBus(Acc), Cdec
Strategy Adviser
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.
Senior Associate Adviser
BComm (FinPlan), DipBus, RG146 Tier 1
Senior Associate Adviser
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.
Strategy Adviser
BComm, BBus, AdvDipFS
Strategy Adviser
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).
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
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.
Head of Philanthropic Services
BEcon, BA, PMESA
Head of Philanthropic Services
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.
Associate Adviser
Bbus (Acc), MFinPlan
Associate Adviser
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.
Client Services Officer
AdvDipFP
Client Services Officer
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.
Corporate Administration & Accounts Assistant
Dip Mgt
Corporate Administration & Accounts Assistant
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.
Client Services Officer
Client Services Officer
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.
Associate Adviser
BBus (Acctg), GradDipFinPlan
Associate Adviser
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.
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This material has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this material is General Advice and does not take into account any person’s individual investment objectives, financial situation or needs. Before making an investment decision based on this advice you should consider whether it is appropriate to your particular circumstances, alternatively seek professional advice. Where the General Advice relates to the acquisition or possible acquisition of a financial product, you should obtain a Product Disclosure Statement (“PDS”) relating to the product and consider the PDS before making any decision about whether to acquire the product. You will find further details of the service we provide and any cost to you within the Financial Services Guide. Any references to past investment performance are not an indication of future investment returns. Prepared by EP Financial Service Pty Ltd ABN 52 130 772 495 AFSL 325 252 (“Elston”). Although every effort has been made to verify the accuracy of the information contained in this material, Elston, its officers, representatives, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this material or any loss or damage suffered by any person directly or indirectly through relying on this information.
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