People - Ballina
Investment Advisers
Tim Anderson
Investment Adviser Tim Anderson has a Bachelor of Management and is currently studying for a Graduate Diploma of Applied Finance and Investment. Before joining our team Tim worked as a private client adviser. He also ventured to London to take up a position as a Hedge Fund Financial Analyst with Goldman Sachs. We were thrilled that he returned to warmer weather and brought his skills to Elston Partners in 2007.
Rob Berry
Prior to joining Elston Partners 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. While with Suncorp Investment Management Rob took on the roles of Manager Investment & Treasury Ops and Manager Performance Analytics. Rob has a Bachelor of Business majoring in Accounting and Finance.
Brett Ulrick
Brett has worked as an authorised representative, stockbroker, branch manager and has worked in the investment management industry for the past 11 years. Brett has a Bachelor of Business (Accounting), Graduate Diploma Financial Planning and is an Accredited Derivatives Adviser Level 1 & 2. Brett is a Director and Manager of the Ballina branch at Elston Partners.
Joe Dougherty
Investment Adviser Joe Dougherty 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 Partners in 2007. Joe has a Bachelor of Commerce from UQ and a Diploma of Financial Services (Financial Planning). He is also an ASX Accredited Derivatives Adviser, Level 1 and 2.
Strategy Adviser
Mark Schultz
A career in banking in Australia and Canada gave strategy adviser Mark Schultz the opportunity to work with customers face to face, helping them to take control of their finances. Moving from a paraplanner role at Wilson HTM to Elston Partners has given Mark the chance do more for his clients. Mark is a Certified Financial Planner and SMSF Specialist Adviser with an Advanced Diploma for Financial Planning and a Bachelor of Business majoring in banking and finance.