Donna Mcwilliam Cfp® Email & Phone Number

Hervey Bay, Queensland, Australia

Financial Adviser

Wide Bay Region

Elston is one of the largest privately owned and operated financial services companies in Australia, currently managing over a billion dollars in assets, making us one of Australia’s largest providers of Managed Account providers. We are focused on delivering conservative investment solutions to help investors build and preserve their wealth.I lead a team of 6 advisors and staff in our Wide Bay Branch who aim to provide high standards of professional advice with personalised service and… Show more Elston is one of the largest privately owned and operated financial services companies in Australia, currently managing over a billion dollars in assets, making us one of Australia’s largest providers of Managed Account providers. We are focused on delivering conservative investment solutions to help investors build and preserve their wealth.I lead a team of 6 advisors and staff in our Wide Bay Branch who aim to provide high standards of professional advice with personalised service and customised strategic & investment solutions. Our clients and team describe me as having high integrity, relationship focussed, problem-solver, hardworking, motivated, good listener, genuine, trustworthy, collaborative and committed to others’ success.I see my role as a Wealth Advisor to be a very privileged one in providing tailored advice to our clients to help them achieve their long term goals, whilst developing long term trusting relationships over the long term. I have a particular passion in helping rural families with their farm succession plans and developing viable and harmonious solutions for all involved, in collaboration with the family’s professional advisers.At Elston we are committed to the DNA of our business being:• Sustainability• Clients• Relationships• Service• Professionalism• Discipline• IntegrityThe culture of working at Elston is often described by our staff as open, fun, collaborative and committed to excellence. We connect socially, not just professionally, and find ways to create an inclusive culture with diversity of backgrounds and thoughts.We are also active members of the FPA/SPAA/FLPA, Qld Collaborative Law. I am actively involved in working with each of the various local Canegrowers Boards, local Bay Business Women, local chapters of Chamber of Commerce, Urban Development Institute of Australia organisations and Berwin Business Mentor, Hervey Bay. I am also a committee member of the FPA Wide Bay Chapter. Show less

Hervey Bay, Queensland, Australia

Sydney, Australia

Sydney, Australia

Certified Financial Planner (Cfp)

Accredited Derivatives Adviser (Ada 1), Investments And Securities

Graduate Diploma Financial Planning, Financial Planning And Services

Bachelor Of Business, Banking & Finance

Activities and Societies: Chamber of Commerce