27 years of relevant experience. 20 years at Elston.

Helping people is what he loves about being an advisor. Over the years, Brett’s formed great relationships with the people he’s guided through different phases in their lives. He’s also been recognised nationally for his work and is a winner of the prestigious IFA Australian Goals Based Advisor of the Year award. Prior to joining Elston in 2003 Brett shaped his investment knowledge attaining substantial investment market experience in London and Sydney for firms such as Natwest, Royal Bank of Scotland, JP Morgan and Westpac. Brett has an accounting degree, is a Certified Financial Planner (CFP), an Accredited Derivatives Adviser (Level 1 & 2) and a rugby nut with a million stories from his glory days that his more than happy to share over a beer or two.

12 years of relevant experience. 6 years at Elston.

Cameron joined the Elston team in 2017 and has over 7 years’ experience working in the financial services industry. Cameron holds a Bachelor of Business and is a Certified Financial Planner (CFP®) with the FPA®. Cameron prides himself on delivering exceptional outcomes for clients and providing flexible and convenient services with the integration of technology.

10 years at Elston.

Michael has worked in the accounting and finance industry both in Australia and abroad throughout his career. He has a Bachelor of Business (Accounting & Finance) and is a member of the Institute of Chartered Accountants Australia.

With a view to achieve more for his clients, Michael is continuing to pursue higher qualifications and engage in professional development. Michael joined Elston in 2013 and commenced a role as Associate Strategy Adviser.

13 years of industry experience.

Christie’s 10+ year career in the financial services industry spans across finance in the UK, advising in Australia and loving the difference that she makes in people’s lives. She is as knowledgeable as she is approachable. When Christie’s not providing strategic advice and helping people to map out their future, she is making the most of living on the Gold Coast and spending time with her daughter.

4 years of relevant experience.

James had already worked as a client service officer before he came to Elston. So, he understood how important planning is, and how he could help people to work towards their goals. But since joining the Ballina team, and being mentored by Brett Ulrick, his skills as a paraplanner have really developed and he’s well on his way to becoming a financial adviser. James has a Diploma fo Financial Planning and is keen to pursue higher qualifications. In his spare time, James enjoys collecting and tending to his bonsai plants.

3 years of relevant experience. 3 years at Elston.

Karina is not just one of the youngest Client Services Officers at Elston. She’s also one of the most enthusiastic. It’s her energy that won team leader Brett Ulrick over. She joined on the eve of the pandemic but even with all the disruptions, she’s thrived. Under Brett’s guidance, Karina has quickly developed into an intuitive member of the team who knows when to step up and make things happen for her advisers and her clients. Now that she has completed her Diploma in Financial Planning, Karina is looking forward to spending time with family and friends and enjoying the good life at Ballina and on the Gold Coast.