Brisbane

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Elston House
Level 5, 850 Ann Street
Fortitude Valley QLD 4006

GPO Box 2220 Brisbane 4001

Toll Free: 1300 ELSTON (357 866)
Phone: 07 3211 9555
Fax: 07 3211 9444

Enquiry details

 

The Brisbane experts in financial planning services offer tailored solutions and personalised service to help clients realise their full financial potential. Our services include:

If you need financial planning services or investment advice, our Brisbane team is on hand to help you build and protect wealth. Our financial planners are local, accessible and in touch with the needs of the wider Brisbane community.

If you are looking for a Brisbane Financial Planner, feel free to give us a call. We would love to hear from you.

Meet the Team

Damon Bensein
CFP®, BBus, GradDipFP
Head of Private Wealth

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. 

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Dean Ireland
CFP®, BComm, SSA
Brisbane Branch Manager

Dean Ireland is an experienced Strategic Wealth Adviser and heads up the Brisbane team. He understands the importance of tailoring strategies to meet individual needs and is committed to providing professional advice.

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Lynda McKie
CFP®, BComm, Dip FS (FP)
Private Wealth Adviser

With experience in institutional funds management and financial planning, Lynda is well qualified to advise Elston clients.

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Claire McGregor
CFP®, AdvDipFS (FP)
Private Wealth Adviser

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.

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Greg Jamieson
CFP®, DFP, BA
Private Wealth Adviser

Greg Jamieson is a Certified Financial Planner, with twenty years experience in the Financial Planning Industry.

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Michael Gray
MAppFin (IM,WM), CFP®
Private Wealth Adviser

Michael has over 20 years experience in the Investment and Finance field working with major companies.

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Alex Rose
BBus (Man), Grad Dip App Fin & Inv
Private Wealth Adviser

Alex brings direct market experience to Elston with his specialisation in direct equities after 13 years as a stockbroker.

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Sunitha Williams
CFP, BComm, SAA
Strategy Adviser

Sunitha has nearly 9 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.

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Phillip Passaris
AFP®, MAppFin, BComm, DipFS (FP)
Private Wealth Adviser

Phillip has over 5 years’ experience within the financial services industry working in tax for a top tier accounting firm.

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Jessie Hinds
CFP®, BBus(Acc), Cdec
Strategy Adviser

Jessie has over 9 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.

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Cindy Tran
Dip Bus.
Associate Adviser

Cindy has over 7 years of experience working in the Banking and Finance Industry. Before joining the Elston team as an Associate Adviser, she was a relieving Branch Manager at one of Australia’s largest banks.

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Amanda Sartor
CFP®, BComm, GradCertBus
Philanthropic Services Manager

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.

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Dan Di Girolamo
BBus (Econ & Fin), GradDipFP
Centralised Dealing Adviser

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.

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Zeke Pitt
DipFS(FP), BBus, MFinM
Associate Adviser

Zeke joined Elston in 2019 with several years of experience in the banking, investment and financial advice industries.

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Wealth Protection Team

Troy Pearsall
AdvDipFS (FP)
Head of Elston Wealth Protection Team

Troy has 16 years of financial planning experience and is passionate about ensuring that our clients’ financial goals are adequately protected.

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Natalie Lackner
BComm (Fin, FP), DipFS(FP)
Risk Specialist

Natalie has over 8 years advising experience and prides herself on taking a comprehensive approach with her clients to ensure that their wealth protection goals are achieved.

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Kurt Patrick
DipFP
Risk Paraplanner & Administrator

With over 5 years of experience in the insurance industry including time at Macquarie Life, he has developed first hand knowledge of insurance and how insurers work.

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