Shylea Ulrick
Financial Adviser in Tantawangalo, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000268730
- Location
- Tantawangalo NSW 2550
- Licensee
- Avalonfs Pty Ltd (AFSL 437518)
- Authorised since
- 1 February 2021
- First provided advice
- 2005
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2005); SMSF Specialist Advisor, Self-Managed Super Fund Association (2014); Master of Financial Planning, KAPLAN (2020)
- Memberships
- FChFP - Fellow Chartered Financial Practitioner; Financial Advice Association of Australia (FAAA); SSA SMSF Specialist Accreditation (SPAA); SSA – SMSF Specialist Accreditation (SPAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Shylea Ulrick
Shylea Ulrick is a financial adviser in Tantawangalo, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000268730.
Advice is given under the Australian financial services licence of Avalonfs Pty Ltd, licence number 437518. That authorisation dates from 1 February 2021.
According to the register, Shylea first provided financial advice in 2005. The qualifications listed for Shylea include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2005), SMSF Specialist Advisor (Self-Managed Super Fund Association, 2014) and Master of Financial Planning (KAPLAN, 2020). Shylea is recorded as a member of FChFP – Fellow Chartered Financial Practitioner, Financial Advice Association of Australia (FAAA) and SSA SMSF Specialist Accreditation (SPAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Shylea Ulrick a registered financial adviser?
Yes. Shylea Ulrick is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000268730.
Which licensee does Shylea Ulrick work under?
Avalonfs Pty Ltd, Australian financial services licence 437518.
What can Shylea Ulrick give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.