Ballina

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Suite 9, Level 1, 31 Cherry Street
Ballina NSW 2478

PO Box 420 Ballina NSW 2478

Toll Free: 1300 ELSTON (357 866)
Phone: 02 6681 3477
Fax: 02 6681 4933

Enquiry details

 

The Ballina and Northern Rivers team are experts in financial planning services who offer tailored solutions and personalised service to help clients realise their full financial potential.

If you need financial planning services or investment advice, our Ballina team is on hand to help you build and protect wealth.  Our financial planners are local, accessible and in touch with the needs of the Ballina and greater Northern Rivers community. The team service all of the Northern Rivers region including; Ballina, Lismore, Byron Bay, Evans Head, Casino, Yamba, Grafton ,MacLean, Mullumbimby, Brunswick Heads, Ocean Shores and Murwillumbah.

If you are looking for a Ballina Financial Planner, feel free to give us a call. We would love to hear from you.

Meet the Team

Brett Ulrick

Brett Ulrick

Brett has worked in the investment management industry since 1996 and has acquired a vast array of experience.

Rob Berry

Rob Berry

Prior to joining Elston, Investment Adviser Rob Berry had worked in a number of finance areas through a 14 year career.

Joe Dougherty

Joe Dougherty

Joe worked at the respected firm of ABN Amro Morgans Brisbane as a paraplanner and Proper Authority Holder.

Michael Rose

Michael Rose

Michael has worked in the accounting and finance industry both in Australia and abroad throughout his career.

Robert Scobie

Robert Scobie

Robert possesses extensive financial markets experience, gleaned from a commercial and investment career spanning nearly 10 years.

Mark Schultz

Mark Schultz

A career in banking in Australia and Canada gave strategic wealth adviser Mark Schultz the opportunity to work with customers face to face.

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