Shylea Ulrick Financial Planner Report

Name:
Shylea Ulrick

Rep Number:
000268730

Status:
Current

First Advice:
2005

Disciplinary action:
No action

Most Recent Role:
2009-10-23 onwards

Location:
Braddon, Canberra, ACT, 2612

Licensee
Name:

Number:
000234665

ABN:
35 002 976 294

Controlled By:

Appointed By
Name:
Charter Financial Planning Limited

Licence Number:
000234665

ABN:
35 002 976 294

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
FPA & Deakin University
Diploma of Financial Planning

Memberships
Financial Planner AFP (FPA)
Financial Planning Association of Australia (FPA)
SSA � SMSF Specialist Accreditation (SPAA)