Brett Ulrick Financial Planner Report

Name:
Brett James Ulrick

Rep Number:
000268331

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2010-03-24 onwards

Licensee
Name:

Number:
000325252

ABN:
52 130 772 495

Controlled By:

Appointed By
Name:
Ep Financial Services Pty Ltd

Licence Number:
000325252

ABN:
52 130 772 495

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Managed Investment Schemes, including IDPS
MDA Services
Securities
Superannuation

Qualifications
Southern Cross University
Bachelor of Business (Accounting)
Financial Planning Association
Certified Financial Planner
ASX
Derivatives Level 1 & 2
Securities Institute of Australia
Post Graduate Diploma Financial Planning
ASX
Responsible Executive

Memberships
Financial Planning Association of Australia (FPA)