Meet your team
Our team of advisors, staff and consultants are lead by a dynamic and personable group of experienced Directors.
Jessica Waller
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
Graduate Diploma in Financial Planning
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Advanced Diploma in Financial Services
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Accredited Self Managed Super Fund specialist
Joel Xuereb
DIRECTOR & CHIEF INVESTMENT POLICY OFFICER
Joel reigns in excess of 21 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
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
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.
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.
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.
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.
Justin Woerner
CFA, BComm, GAICD
Portfolio Manager, Elston Emerging Leaders Fund
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.
David Seager
Portfolio Manager
CFA, BBus
David is a Portfolio Manager within Elston Asset Management, with over a decade of industry experience across Australia and the UK. With his detailed knowledge of the investment process, he is able to provide pivotal direction with respect to portfolio management and execution.
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.