25 years of relevant experience. 18 years at Elston.

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. Brett is a Certified Financial Planner (CFP®) with the Financial Planning Association of Australia (FPA®). Brett also has a Bachelor of Business (Accounting), Graduate Diploma in Financial Planning, and is an Accredited Derivatives Adviser Level 1 & 2.

11 years of relevant experience. 5 years at Elston.

Sunitha has nearly 10 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, is a Certified Financial Planner (CFP®), a Self-Managed Super Fund Specialist (SSA™), has a Bachelor of Commerce – Accounting & Finance (UQ) and an Advanced Diploma of Financial Services (FP). In her spare time, she likes to travel, play tennis, practice yoga and spend time with friends.

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. With years of experience and a determination to do more for his clients, Mark moved to Elston and continued to pursue higher qualifications.

Mark is a Certified Financial Planner and SMSF Specialist Adviser with an Advanced Diploma for Financial Planning. He recently added to his Bachelor of Business majoring in banking and finance with an MBA from QUT.

34 years of relevant experience. 10 years at Elston.

With experience in institutional funds management and financial planning, Lynda is well qualified to advise Elston clients. Her ability to analyse the true worth of listed companies is matched by her ability to understand what the individual is trying to achieve. At Elston she gives private investors the benefit of all her skills and experience.

18 years of relevant experience 6 years at Elston

Angie is the maths whiz we didn’t know we needed, but quickly found we couldn’t do without. In Elston’s early years she streamlined the systems and processes that set us up for future success. Angie has a degree in Mathematical Sciences. She also has a knack for knowing what needs to be done to keep an office humming and clients happy. In our new Sydney office she is more than the EA. She is Elston.