Meet your team

Our team of advisors, staff and consultants are lead by a dynamic and personable group of experienced Directors.

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Jessica Waller

Jessica

DIRECTOR

After completing her Bachelor of Economics at UNSW and being fascinated by the craft, it was clear to Jessica that financial advice was her calling. Over the last 10 years in practice, Jessica has challenged herself to continuously refine her unique combination of experience, empathy and enthusiasm, to offer a point of difference in the industry.

 

By gaining a thorough understanding of her clients’ personal circumstances and ambitions, Jessica has been able to help her clients achieve financial independence, early retirement, accelerate business growth and pacify those money worries that come in the middle of the night. 

 

As their trusted adviser, Jessica’s clients draw comfort in her expertise in advising and delivering on complex financial principles in simple, approachable language. This is what separates Jessica from her peers.

 

Having spent her childhood on a vineyard, Jess is a lover of wine and the great outdoors. 

Bachelor of Economics


Advanced Diploma in Financial Services

Accredited Self Managed Super Fund specialist

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Joel Xuereb
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Joel

DIRECTOR & CHIEF INVESTMENT POLICY OFFICER

Joel reigns in excess of 17 years experience providing Financial Planning to a variety of individuals. Joel is fully qualified with a Graduate Diploma in Applied Finance, a Diploma in Australian Tax Law, an Advanced Diploma in Financial Services and Investments and is also an accredited Self Managed Super Fund specialist.

 

Joel has achieved a number of successes for clients within a variety of advice sectors including assisting family offices to grow assets under management to circa $150m, leading as the Bridge Private Wealth’s custodian for our investment committee responsible managing $250m, navigating the way for multiple managing directors & CEO’s of public listed companies as well as constructing and defining retirement portfolio frameworks enriching the lives of our loyal client base.

 

Joel’s experience in the industry spans across a variety of business sectors and individual circumstances. His exposure to detailed and complex situations, both financially and legally allows him to think innovatively, ensuring his clients always have a number of options to achieve their goals.

 

His personal interests include the ongoing journey of education whilst keeping active across both competitive running and cycling in order to keep mentally fresh and agile for the benefit of his clients.

Graduate Diploma in Applied Finance

 

Diploma in Australian Tax Law
 

Advanced Diploma in Financial Services
 

Diploma in Financial Markets and Investments 
 

Accredited Self Managed Super Fund specialist

 
Neelan Sornalingam
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Neelan

DIRECTOR

Neelan is an ideas man and always in pursuit of perfection. He has the ability to uniquely absorb complex details of his clients circumstances and develop successful strategies to achieve their goals.

 

His skills in providing clarity, through focused and dedicated attention to detail, delights his clients. The results are varied and unique, innovative and strategic, and always appropriate.

Neelan delivers solutions that are relevant and clearly in line with the latest investment and market advice. His modus operandi is to build open and honest relationships with his clients, working with them proactively and continuously.

 

If Neelan has important information, then his clients will also have it, and the strategies in place will be addressed acutely.

Advanced Diploma in Financial Planning 
 

Graduate Certificate in Applied Finance
 

Member of the Financial Planning Association
 

Accredited SMSF Super Fund Specialist

 

Our Investment Committee

Our management representatives work closely with the Bridge team via a formal investment committee process and ongoing day to day investment support.

 
Nick Revis

Nick
Revis

CFA, BBus,  MBus (AppFin)

CEO of Elston Asset Management

Nick is a respected leader in the investment industry with experience spanning investments, operations, product development and strategic partnerships. Nick works closely with the team at Bridge Private Wealth to ensure a strong investment governance and risk management framework for their investment portfolios.

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Andrew Mckie

CFA, BEcon, FFin

Executive Director of Elston Asset Management and Portfolio Manager

Andrew is a portfolio manager and co-founder of Elston Asset Management, with over two decades of investment management experience. Andrew provides investment support for the Bridge Private Wealth investment portfolios, with a focus on large cap Australian Equities and portfolio construction and supervision.

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Bruce Williams

CFA, BBus, FFin, GAICD

Executive Director of Elston Asset Management and Portfolio Manager

Bruce is a portfolio manager and co-founder of Elston Asset  Management, with over two decades of investment management experience. Bruce works with the Bridge team to provide input around Australian Equities and diversified model portfolio management as well as support around portfolio construction and supervision.

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Leon De Wet

CFA, BBus. Sc(Hons)

Portfolio Manager, Shareholder, Elston Asset Management

Leon is a portfolio manager and shareholder of Elston Asset Management, with over two decades of  investment management experience across Australian, South African and the UK. Leon works closely with the team at Bridge Private Wealth  to provide direct support across Australian Equities and diversified model portfolio management as well as portfolio construction and supervision.

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Justin Woerner

CFA, BComm, GAICD

Portfolio Manager, Elston  Asset Management

Justin is a highly respected Portfolio Manager with over two decades of investment management experience, including 14 years at Hyperion Asset Management. He works closely with his fellow Portfolio Managers and the Bridge Private Wealth team to provide direct support across Australian Equities and diversified model portfolio management as well as portfolio construction and supervision.

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Georgdie Asprey

Investment Specialist

Georgdie is an Investment Specialist within Elston Asset Management. With his detailed knowledge of the investment process he is able to provide strong support for the Elston investment team.

Get in touch

For an obligation free chat about your financial planning needs, please fill out the contact form below, email us on info@bridgeprivatewealth.com or call (02) 9953 1373.