Donna is a highly qualified Private Wealth Adviser who has been working in the Finance and Investment Industry for 20 years. Donna graduated with a Bachelor of Business (Banking & Finance), added a Graduate Diploma of Financial Planning and is currently completing the final module of the Certified Financial Planner (CFP) accreditation.
Donna is committed to providing high quality, personalised advice to her clients within the unique Elston model that overlays strategic advice with a tailored direct investment approach. This strategy allows Donna to help her clients by providing financial solutions that see them realise financial freedom to live out their lifestyle goals and aspirations with peace of mind. Donna’s specialist niche is assisting clients with succession advice for business owners and rural farming families.
Donna feels privileged to be part of the Berwin mentoring program and looks forward to supporting others in our community.