Sydney

Contact us

Level 14, 309 Kent Street
Sydney NSW 2000

Phone: 02 9290 8527

Toll Free: 1300 ELSTON (357 866)

Enquiry details

 

Our Sydney team offers exceptional Wealth Management services designed to help you reach your full financial potential. Elston’s experienced Wealth Advisers provide tailored solutions and personalised service to help you build and protect your wealth.

So if you’re looking for holistic wealth advice from an expert, award winning team who pride themselves on putting their clients first, our Sydney team is here to help.

To arrange a no obligation meeting at our cost, with one of our Wealth Advisers, please complete our enquiry form or 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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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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Lynda McKie
CFP®, BComm, Dip FS (FP)
Private Wealth Adviser

With experience in institutional funds management and financial planning, Lynda is well qualified to advise Elston clients.

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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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