Ballina

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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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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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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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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