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9th October 2014 - Private Wealth
View ‘Women in Business’ – Harvey Bay Independent Newspaper PDF
Transcript:
Women in Business – Donna Picton, Elston Partners
9th October, 2014: Harvey Bay Independent Newspaper
After eighteen years in the finance industry, Donna Picton will be the first to tell you that one of the greatest challenges and risks that stand between a person and their goals is themselves.
That is why, Donna said, developing trust and taking the time to fully understand what’s most important to clients around their long-term goals and objectives is the first step towards building a strong and successful working relationship within the financial planning and wealth management industry.
Donna is a private wealth adviser with Elston Partners and is passionate about providing business and rural succession planning solutions to clients and their families.
Placing a strong emphasis on honesty and integrity, Donna said she enjoys being able to offer professional service solutions within a privately owned and operated firm, without any institutional product-driven pressures.
“Within my private wealth adviser role I enjoy helping clients realise peace of mind through achieving financial freedom and discretionary time,” she said.
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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