15 years of relevant experience. 12 years at Elston.

Damon has always believed that every decision he makes should ultimately benefit the client. It’s something he’s instilled in his team and championed throughout Elston over many years. As new people have joined Elston, and the firm has grown through acquisition, Damon has ensured that cultural values are embraced by all. Outside of work Damon enjoys keeping fit and spending time with the family.

25 years of relevant experience. 14 years at Elston.

Prior to joining Elston, Investment Adviser Rob Berry had worked in a number of finance areas through a 14 year career. At State Street Custodial Services Rob was a Portfolio Accountant.

While with Suncorp Investment Management Rob took on the roles of Manager Investment & Treasury Ops and Manager Performance Analytics. Rob has a Bachelor of Business majoring in Accounting and Finance. Rob is the Manager of the Ballina branch at Elston.

24 years of relevant experience. 17 years at Elston.

Elston Board Director, Brett Ulrick, has a over 20 years of investment management experience having worked for Royal Bank of Scotland and JP Morgan in London, Natwest Markets and Westpac in Sydney, and Suncorp in Brisbane prior to joining Elston in 2003 and becoming a Director in 2005. Brett is a Certified Financial Planner (CFP®) with the Financial Planning Association of Australia (FPA®). Brett also has a Bachelor of Business (Accounting), Graduate Diploma in Financial Planning, and is an Accredited Derivatives Adviser Level 1 & 2.

13 years at Elston.

Joe worked at the respected firm of ABN Amro Morgans Brisbane as a paraplanner and Proper Authority Holder for three years before moving to a more senior role at Elston in 2007.

Joe has a Bachelor of Commerce from UQ and an Advanced Diploma of Financial Services (Financial Planning). He is also an ASX Accredited Derivatives Adviser, Level 1 and 2.

A career in banking in Australia and Canada gave strategic wealth adviser Mark Schultz the opportunity to work with customers face to face, helping them to take control of their finances. With years of experience and a determination to do more for his clients, Mark moved to Elston and continued to pursue higher qualifications.

Mark is a Certified Financial Planner and SMSF Specialist Adviser with an Advanced Diploma for Financial Planning. He recently added to his Bachelor of Business majoring in banking and finance with an MBA from QUT.

7 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.

Lisa Gage recently joined our Ballina Office as an Associate Strategy Adviser. Originally from WA, Lisa travelled around Australia for eight months with her family, finally settling in the Northern Rivers region of NSW. Lisa has extensive experience in the industry, beginning her career as a stockbroker, working as a financial adviser, and as the WA Investment Consultant for Perpetual, prior to starting a family.

During the years Lisa focused on her family, she worked extensively as a Financial Counsellor in Community Services, supporting people in financial hardship. Lisa has a strong ethical focus and prides herself on her ability to connect and understand people’s needs. It was the sincere and honest approach within the Elston culture that influenced Lisa’s decision to move away from Community Services and back into financial services.

Excited about her decision to move to Elston, Lisa enjoys being part of our Ballina team, and is looking forward to working more closely with clients in the future, and supporting them on their financial journey.

9 years of relevant industry experience

Matthew Rencken is a Private Wealth Adviser who joined the industry as a financial planner in South Africa in 2010. His career has taken him to companies like MMI Holdings and PSG. He also established his own Financial Services Provider (FSP) before selling his business in 2017 and moving to Australia. Matthew is, like most South Africans, an avid sports fan. And as an SMSF specialist, he’s just as passionate about helping people to achieve their investment goals.