Facilitate opportunities for partnerships and joint ventures with clients, both goodwill and commercial, and help business with growth and succession planning challenges. Elston offers an integrated service for clients, combining investment strategy advice with a considered investment management approach to build and preserve wealth. Over services cover all asset management to streamline investments services offered by other professionals, including: · Separately Managed Accounts (SMAs) & independently managed accounts (IMAs)· Asset managements services· Tax-effective investing· Outsources financial advisory services· Wholesale funds management· Investment solutions & robo-advice· Self-managed super fund (SMSF) licencing options & technical support We alleviate the burden for ongoing study and compliance for financial planners and advisers, SMSF specialists, stockbrokers, lawyers and accountants to remained licenced to offer advice on investments. We do this by offering wholesale manages accounts (SMAs, IMAs) through a customised outsourced solution. Our clients are able to add greater value to their clients with more personalised contact, education, and explorations into additional stock selections, such as small-cap, ASX 50-200 stocks requiring in depth research prior to recommendation. Elston can provide high quality customised solutions to meet your practice needs.

At Morgan Stanley Sam works to provide individual clients with the right goal orientated wealth management strategies, by recommending portfolios to match their individual needs. This is achieved through portfolio construction and diversification, access to IPOs and global platforms, superannuation investing and implementation, insurance and risk capabilities. Sam also liaises with planning and accounting partners as an investment manager for their clients, advising on market strategy and asset class selection.Sam’s past experience as an institutional broker specializing in fixed income securities and global bond markets, offers clients insights into a wider spectrum of investment advice. He provides a tailored approach to portfolio construction across multiple asset classesSam holds a Bachelor of Commerce and Biomedical Science from the University of Queensland. He meets requirements under ASIC RG146; is an ASIC Accredited Derivatives Adviser Level 1 & Level 2 and is licensed to trade equities globally.- Buying and Selling Australian Shares (RG146 Compliant)- Buying and Selling Global Equities- Portfolio Management- Financial Planning- Margin Lending- Derivatives (ADA1 & ADA2 Certified)- Managed Funds- Fixed Income/ Corporate Bond Sales- Cash Management- Superannuation Implementation and Multi Asset investment Strategies- Services for Financial Planners and Accountants

Active management of fixed income products of retail and wholesale investor portfolios. Portfolio volumes ranging from $1 million to $30 million.· Business development manager in sale of bonds and term deposits to regional corporate, financial planning firms, councils and individual investors.· Fixed income products sold include senior debt bonds, subordinated debt bonds and tier 1 securities. Covering industries such as financial, insurance, infrastructure, telecommunications. Dealing in both domestics and international issuers and currencies.· Securities sold included fixed rate notes, floating rate notes, inflation linked notes, indexed annuities and RMBS.· Involved in the primary issuance and distribution of the Silver Chef senior bonds.

Voice and Electronic institutional broker for the interest rate swaps US dollar desk. Brokering in American, Japanese and European US dollar markets.· Voice and Electronic institutional broker for the interest rate swaps on Australian and New Zealand dollar desk.· Covering short term and long-term money markets trades. Dealing in basis swaps, Treasury Bills and Libor spread switches.· Transacting exchange for physical interest rate swaps in the futures market for hedging risk positions in trading books· Covering short-term money markets trades. Dealing in basis swaps, forward rate agreements, overnight interest rate swap and federal fund transactions.· Covering medium-long term trades. Dealing in treasury spreads, annual and semi- annual bond trades using butterfly and switch positions.· Analyse financial information to produce forecast of business, industry, and economic conditions for use in making investment decisions.· Interpret data effective investment programs, such as price, yield, stability, future trends and investment risk, and economic influences.· Evaluate and compare the relative quality of various securities in a given industry.· Prepare plans of action for investment based on financial analysis.

Assistant editor for the first Australian fixed income handbook, An Australian Guide to Fixed Income, where I wrote both basic and complex analysis about financial instruments within the Australian credit market. The book is a 160 page educational and investing reference for investors.· Specializing in corporate bond, infrastructure bond, inflation-linked bond and hybrid analytics.· Market analysis of current domestic and foreign economies· Portfolio reviews and revaluation services· Performing credit training and seminars· Writing research pieces and analysis for our weekly news letter· Advising clients and dealers on specific financial securities and risk analysis on companies.