25 years of relevant experience. 18 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.

14 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.

8 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.