Partners

Karl Brosnan GDip (Sec Int) ASIA After several years working and studying in the financial services industry in areas of share broking, administration and managed funds in the United Kingdom, Karl joined ABN AMRO Morgans (then RBS Morgans and now simply as Morgans) in Bundaberg to continue his career in personal financial services. Karl became a Partner of Ulton when the two firms merged in August 2007.

Edit


dcorpe:!:ulton::net
07 4154 0401
Daryl Corpe FCA Daryl joined the firm in 1984 and became a Partner soon after in 1986. Daryl's grounding was predominately in the areas of tax consulting, tax advice and audit services, though more recently he has specialised in the area of corporate consulting, including business acquisitions and valuations, corporate restructuring, finance and financial modeling. These skills along with his formal qualifications are drawn upon when attending board meetings for various private companies.

Edit


tilicic:!:ulton::net
07 4970 6211
Trish Ilicic CPA Trish joined Ulton as Manager of our Gladstone team in February 2014. Trish progressed through the firm to become a Partner in September 2015. Over her career, Trish has held a number of positions in management and senior roles in various accounting firms across Australia. 

Edit


jkrenske:!:ulton::net
07 4154 0430
Jason Krenske CA

Jason commenced with the firm in 1995, and became a Chartered Accountant in 1999. With a valuable 17 years' experience in both Australian and International markets Jason's areas of expertise are Financial Modelling in Excel & Winforecast, Financial Performance Monitoring, Integrated Reporting and Systems Development using ODBC and VBA.



Edit


mmclean:!:ulton::net
07 4154 0440
Mark McLean CA Mark McLean joined Ulton as a Graduate Accountant in 1990 after graduating from the Queensland University of Technology. He progressed through the firm to become a Manager then became a Chartered Accountant in 1997. Mark made further progression through the firm in 1998, becoming a Partner. Mark's grounding was in the area of Business Services, undertaking responsibilities including budgets and cash flow projections, tax planning and general business advice for clients. More recently Mark has been involved in business development and financial modelling and works closely with clients in reviewing business performance on a regular basis and indentifying opportunities to increase business profitability.

Edit


jrach:!:ulton::net
07 4154 0442
Jamie Rach CA Jamie commenced with the firm in 1992 while he was studying part-time towards a Bachelor of Business (Accounting) degree. He graduated in 2000 after being promoted to a Manager in the Business Services division in 1999. In 2003, Jamie completed the CA Program and became a member of the Institute of Chartered Accountants. After twelve years with the firm Jamie was promoted to Partner in 2004. Jamie oversees the running of the Business Services division teams within the Bundaberg office.

Edit


jshaw:!:ulton::net
07 4197 6308
Janelle Shaw FIPA Janelle boasts twenty three years with Ulton (including 7 years as Partner) and has been providing corporate services to a wide range of clients, including prominent local companies and businesses throughout this time. She specialises in the fields of business development, creating innovative and effective financial strategies and planning for wealth creation, as well as information technology, superannuation planning and risk management. Janelle has a particular interest in building and construction industry and her experience is evidence of her commitment to this sector.

Edit


bwhebell:!:ulton::net
07 4197 6301
Bernard Whebell CA

Bernard joined Ulton in 1994 and completed his Professional year studies in 1997 to become a member of the Institute of Chartered Accountants in Australia and New Zealand. He progressed through the firm to become Manager of the Audit division in 1999, and then Partner in August 2006.  Bernard brings 21 years of experience in a wide cross section of industries, having worked in both government and the private sector. Bernard's specialty areas include audit/ assurance; self managed superannuation, governance, community organisations, Small and Medium Enterprises and the Corporations Act.



Edit


kwright:!:ulton::net
07 4154 0427
Kylie Wright CFP®

Kylie is a Certified Financial Planner® professional (CFP®), Partner, and head of our Wealth Management division. Kylie has practised as a CFP® and accredited Self Managed Superannuation Fund (SMSF) specialist, financial strategist and investment consultant with Ulton for 14 years. After leading the success of our financial planning team, Kylie became Partner in August 2006.

Specialist SMSF services are available from Ulton by contacting Kylie Wright who is a SMSF Specialist Advisor™



Kylie is a Sub Authorised Representative No. 245052 of Ulton Wealth Management Pty Ltd which is a Corporate Authorised Representative No. 460875 of Ulton Wealth Services Pty Ltd.


Edit


 
Print this page Tell A Friend Add to Favorites