Elston’s Golden Year

Elston’s Golden Year

Elston Customised Financial Solutions, lead by Andrew McKie (OMP2), had a golden year in 2018 winning several coveted industry awards.

Elston kicked off its streak with three nominations at the IFA Excellence Awards. Best Client Servicing Company, Goals-Based Adviser of the Year (Lynda McKie) and Brett Ulrick Innovator of the Year (Lynda McKie).

The Elston Asset Management followed that up by winning the inaugural IMAP – Institute of Managed Account Professionals Innovation award. The award recognised the team for approaching managed accounts with a true ‘end client’ focus and innovative ability to embrace technology to assist with communications and transparency.

A number of individual advisers were also recognised throughout the year. Brett Ulrick won the IFA Goals Based Adviser of the Year Award and Sunitha Chamala won the Women in Financial Services Rising Star of the Year Award.

In addition, Elston had four advisers named as part of Barron’s Top 50 Financial Advisers in Australia. Mark Schultz, Dean Ireland, Darren Withers and Tim McLaughlan.

Congratulations to the whole team at Elston Customised Financial Solutions on an incredible year.

Recent News

OMX 2025: Driving Revenue Growth

The theme of OMX2025 was Driving Revenue Growth. It’s clear that many businesses are navigating cost pressures that are squeezing...

The Worst Time to Sell Your Business? When You’re Desperate

The Exit No One Wants to Think About Many business owners spend years building something great, only to find themselves...

Ashley Cooper Constructions Named a Great Place to Work

Congratulations to Ashley Cooper (OMP’09) and the team at Ashley Cooper Constructions on achieving Great Place to Work® certification for...
Load More

Push Potential
one step at a time

Book a discovery call now