Sydney

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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Sunitha Williams
CFP, BComm, SAA
Strategy Adviser

Sunitha has nearly 9 years’ experience in the financial services industry providing holistic financial advice to high net worth individuals, specifically tailored to each client’s needs and aspirations. She was the 2015 winner of the prestigious Gwen Fletcher Memorial Award.

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