Ballina

Contact us

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
CFP, GradDipFP, BBus (Acc)
Director, Elston Private Wealth

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.

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Rob Berry
AFP®, Bbus (Acc & Fin)
Ballina Branch Manager

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.

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Joe Dougherty
BComm, AdvDipFS (FP)
Private Wealth Adviser

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.

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Mark Schultz
CFP®, SSA, MBA, BBus (Bus & Fin)
Strategy Adviser

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.

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Michael Rose
CFP®, CA
Strategy Adviser

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.

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Lisa Gage
B.Econ, Grad Dip FP
Associate 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.

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Wealth Protection Team

Troy Pearsall
AdvDipFS (FP)
Head of Elston Wealth Protection Team

Troy has 16 years of financial planning experience and is passionate about ensuring that our clients’ financial goals are adequately protected.

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Natalie Lackner
BComm (Fin, FP), DipFS(FP)
Risk Specialist

Natalie has over 8 years advising experience and prides herself on taking a comprehensive approach with her clients to ensure that their wealth protection goals are achieved.

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Kurt Patrick
DipFP
Risk Paraplanner & Administrator

With over 5 years of experience in the insurance industry including time at Macquarie Life, he has developed first hand knowledge of insurance and how insurers work.

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