Brett James Ulrick
Financial Adviser in Ballina, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000268331
- Location
- Ballina NSW 2478
- Licensee
- Ep Financial Services Pty Ltd (AFSL 325252)
- Authorised since
- 24 March 2010
- First provided advice
- 2003
- Qualifications
- Bachelor of Business (Accounting), Southern Cross University (1996); Post Graduate Diploma Financial Planning, Securities Institute of Australia (2003); Derivatives Level 1 & 2, ASX (2005); Certified Financial Planner, Financial Planning Association (2014); Ethics & Professionalism in Financial Advice, Kaplan Higher Education (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Brett James Ulrick
Brett James Ulrick is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Ballina, New South Wales (adviser number 000268331).
Brett provides advice as an authorised representative of Ep Financial Services Pty Ltd, which holds Australian financial services licence 325252. That authorisation dates from 24 March 2010.
According to the register, Brett first provided financial advice in 2003. The qualifications listed for Brett include Bachelor of Business (Accounting) (Southern Cross University, 1996), Post Graduate Diploma Financial Planning (Securities Institute of Australia, 2003) and Derivatives Level 1 & 2 (ASX, 2005). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Brett is authorised to advise on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and derivatives. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Brett James Ulrick a registered financial adviser?
Yes. Brett James Ulrick is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000268331.
Which licensee does Brett James Ulrick work under?
Ep Financial Services Pty Ltd, Australian financial services licence 325252.
What can Brett James Ulrick give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; derivatives.