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14th September 2018 - Private Wealth
With its sights firmly set on being Australia’s most trusted and respected financial advice services firm, Elston is proud to announce that Private Wealth Adviser, Brett Ulrick has won the ‘Goals Based Adviser of the Year’ Award at the ifa Excellence Awards 2018.
Held recently in Sydney at the Hyatt Regency and widely recognised as Australia’s biggest night in financial advice, over 400 guests celebrated the achievements of the industry’s most successful financial advisers, offices and groups.
The ifa Excellence Awards are the benchmark for excellence in the independent and privately owned financial advice sector. Since 2014, the awards have celebrated the excellence and ethics from the most senior ranks to its rising stars, benchmarking success in the independent and privately-owned financial advice sector in particular.
Brett’s highly coveted award for ‘Goals Based Adviser of the Year’ recognises him as the best provider of financial advice centred on client goals or objectives. It also acknowledges his ability to demonstrate a focus on client behavioural and well-being outcomes beyond investment management performance and financial returns.
This award is testimony to Brett’s commitment to providing not only outstanding personal service to Elston’s valued clients, but also his dedication to helping them achieve their life goals.
Elston is also pleased to announce its timely entry into the Sydney market, with award-winning Financial Adviser, Brett Ulrick, assisting with the expansion and becoming an integral member in another of Elston’s expert teams.
Joining Brett in Elston’s Sydney office will be experienced Self Managed Super Fund (SMSF) specialist and Barron’s Top 50 financial adviser, Mark Schulz and Family Law expert, Lynda McKie. Lynda was also a Finalist at the ifa Excellence Awards for ‘Innovator of the Year’ and ‘Goals Based Adviser of the Year’.
“We’re creating a formidable team in Sydney, so we can compete with the best of the best,” explained Damon Bensein, Head of Private Wealth at Elston. “We had a very successful night at the ifa Excellence Awards, with a number of our team members being recognised, not to mention the fact that Elston was also a Finalist in the ‘Best Client Servicing Firm’ category.”
Brett, Mark, Lynda and the rest of Elston’s new Sydney team are committed to providing high quality, personalised, financial planning advice to clients within the unique Elston model that overlays strategic advice with a tailored direct investment advice approach.
If you’d like to book a no obligation meeting with one of our award winning advisers or would like more information on our Sydney expansion please contact the Sydney office, call 1300 ELSTON or email info@elston.com.au and an adviser will be in touch.
This material has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this material is General Advice and does not take into account any person’s individual investment objectives, financial situation or needs. Before making an investment decision based on this advice you should consider whether it is appropriate to your particular circumstances, alternatively seek professional advice. Where the General Advice relates to the acquisition or possible acquisition of a financial product, you should obtain a Product Disclosure Statement (“PDS”) relating to the product and consider the PDS before making any decision about whether to acquire the product. You will find further details of the service we provide and any cost to you within the Financial Services Guide. Any references to past investment performance are not an indication of future investment returns. Prepared by EP Financial Service Pty Ltd ABN 52 130 772 495 AFSL 325 252 (“Elston”). Although every effort has been made to verify the accuracy of the information contained in this material, Elston, its officers, representatives, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this material or any loss or damage suffered by any person directly or indirectly through relying on this information.
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