Welcoming in the dawn of a new era in wealth management

(0 Bytes)

Oct 1, 2017 | Posted in Ulton Announcements, Wealth Management
Written by

On 1 October 2017, Ulton Wealth Management Pty Ltd became a Corporate Authorised Representative of Ulton Wealth Services Pty Ltd (AFSL 497721). 

Ulton has a long and proud tradition of providing financial planning services to our clients, having commenced as Authorised Representatives of Professional Investment Services in 1986. Since then we have strived to constantly improve the services and strategies offered by our wealth management team. 

In 2001, we were among the first Australian financial planning firms to adopt a 'fee for service' approach. We have also specialised in niche areas of financial planning including Self-Managed Super Fund (SMSF) strategies and estate planning, often working closely with other professionals. 

Securing our own AFS licence represents the next step in our evolution as a professional financial planning firm.

For further information, contact one of our advisors: myself (Kylie Wright), Jessica Wilkinson and Gemma O’Shanesy on (07) 4154 0400 or refer to our FAQ document.

KylieWright
,

 
Print this page Tell A Friend Add to Favorites