19 May 2022
Super things come in small packages
Every year more people qualify for downsizing opportunities that can boost their super. But that's not the only things investors should be thinking about next financial year. Read more
10th January 2022 - Private Wealth
One of the big changes to come out of the Royal Commission into Banking, Superannuation and Financial Services in 2017, was the raising of scholastic standards for advisers. This was in response to findings that only 8,704 out of approximately 25,000 registered advisers had completed a degree at a bachelor level.
The Financial Adviser Standards and Ethics Authority (FASEA) has certainly raised the bar. They know that many advisers will retire and change jobs rather than go back to school. But the people who are passionate about their profession will roll up their sleeves and commit to gaining the qualifications they need.
At Elston, we have always believed in delivering quality advice, setting the highest of ethical standards and putting our clients at the centre of every decision we make. We are very happy to see lazy advisers move out of the industry. And we are dedicated to supporting the advisers at Elston who work hard to achieve recognised qualifications and credentials.
In the last three years we have helped over 40 advisers to undertake the extra burden of study. Hitting the books at night and on weekends can be tough, especially when you’ve got a family at home.
That’s why we offer leave for study and exams. Our senior advisers step up to mentor other people in the team. And we make sure we celebrate not just the successes, but the sacrifice and commitment each person is making.
While our advisers have been striving for university qualifications and their CFP credentials, our Asset Management team has been pushing themselves just as hard.
To become a CFA (Chartered Financial Analyst) is no mean feat. Samantha Woodham recently passed Level 3 of her CFA, something that around 60% of her cohort failed to do.
A big congrats to everyone. We love your work.
If you would like more information please call 1300 ELSTON or contact us to speak to one of our advisers.
19 May 2022
Every year more people qualify for downsizing opportunities that can boost their super. But that's not the only things investors should be thinking about next financial year. Read more
14 April 2022
With the end of the financial year fast approaching, some of us are thinking about wrapping things up neatly in a bow and making sure we don’t get stuck with an unnecessarily large tax bill. But for others, the end of the financial year is a beginning. Read more
30 March 2022
With a federal election due within months, the 2022 Budget announced by Treasurer Frydenberg, was expected to be a friendly one. The announced measures have not disappointed, with benefits announced for many in the community and proposals outlined to aid with cost of living rises. Read more
15 March 2022
One minute we’re wishing each other a Merry Christmas. The next thing you know, it’s tax time. Read more
10 March 2022
Why would a company that’s issued shares to raise capital, later decide that they want to buy some of those shares back? Well, there are a few reasons why they might decide to take this action. Read more
7 March 2022
This February we launched a public ancillary fund called the Elston Giving Foundation. The foundation has been developed to make it easier for you to structure your giving in a simpler and tax effective way. Read more
3 March 2022
One of the things I love about working at Elston is the way we support great causes. That’s not a corporate thing. Read more
2 March 2022
The speed and magnitude of recent events have shocked us all. The floods have hit our neighbours, our friends, our workmates, our clients. And it’s hard to know how long the road to recovery may be. Read more