Help us build and protect your wealth, with private wealth services tailored to your specific needs.
28th May 2019
Since his start as a Senior Relationship Manager in February 2019, Paul has been a lively addition to the Brisbane team. His positive, go-getter attitude really does flow to those around him.
Impressively, Paul has 13 years’ experience as both a practicing tax accountant and a client facing financial adviser with various financial service firms and government owned institutions. His previous experience involves companies such as David Jones, CBA, GPS Wealth and Qantas. His current role with Elston involves leading referral relationships and joint ventures with professional firms across Australia.
Paul holds a Bachelor of Business, Master of Financial Planning, Master of Professional Accounting, CFP, CPA and is a graduate of the AICD.
For over 20+ years, Paul and his lovely wife Amber have been passionate sponsors of children in the World Vision program. They both enjoy travelling to UK, Canada, NYC and San Francisco and love watching NBA games live.
If you’d like to get in touch with one of our advisers you can contact us at 1300 ELSTON or email info@elston.com.au and an adviser will be in touch.
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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1 June 2022
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EP Financial Services Pty Ltd - ABN 52 130 772 495 / AFSL 325 252
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