Financial Adviser
· BALLINA, NSW
Brett James Ulrick
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000268331
Brett James Ulrick is a financial adviser based in Ballina, New South Wales, with 23 years of experience in the financial services industry. Brett is currently authorised under Ep Financial Services Pty Ltd. Brett holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association. Brett is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1996
Bachelor of Business (Accounting)
Southern Cross University
2003
Post Graduate Diploma Financial Planning
Securities Institute of Australia
2005
Derivatives Level 1 & 2
ASX
2014
Certified Financial Planner
Financial Planning Association
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Higher Education