Bundaberg

Contact us

1/77 Barolin Street, Bundaberg QLD 4670

PO Box 753 Bundaberg QLD 4670

Toll Free: 1300 ELSTON (357 866)
Phone: 07 4153 2022
Fax: 07 4128 4903

Enquiry details

 

 

The Bundaberg 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 Bundaberg 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 Bundaberg community.

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

Meet the Team

Nathan Horne
BBus (mgt), DFP
Associate Strategy Adviser

Nathan secured employment at a local financial planning company as a Graduate Adviser, where he began to develop his skills and knowledge base. Nathan is continuing his journey with Elston to eventually become an experienced Financial Adviser with his own client base.

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Darren Withers
CFP®, SSA, BComm, DipFP
Director
Elston Private Wealth

Elston Board Director, Darren Withers, is Elston’s Head of Strategic Advice with 20 years experience in the industry. Darren has three times been named as a member of the Financial Planning Master Class by AFR Smart Investor Magazine (2007, 2010 and 2013).

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Donna Picton

Donna Picton has worked for some of the biggest and respected names in the industry. After honing her skills as an investment adviser at Wilson HTM Donna moved to Elston in 2007.

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Ramon Felstead

Investment Adviser Ramon Felstead is passionate about providing advice with integrity and honesty for all clients. His determination to fine tune his skills took him from one of Australia’s largest financial planning firms to Elston.

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Robert Vella

Robert Vella has worked in the accounting and finance industry both in Australia and abroad. Understanding that education is key to providing a professional service, Robbie is committed to furthering his education and engaging in professional development.

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Wealth Protection Team

Troy Pearsall
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
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
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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