Founded in 1926, Ulton has grown to become one of Queensland’s largest and most dynamic chartered accounting, business advisory and financial planning firms.
Our offices in Bundaberg, Maryborough, Hervey Bay and Gladstone employ over sixty professionals, specialising in the fields of business services, tax planning, business development, financial planning, audit services, superannuation and finance.
Whilst we offer a wide range of integrated client business solutions, our core services cover three diverse fields:
Ulton makes a commitment to our clients based on honest and meaningful communication, courteous and respectful service, confidentiality, and total quality care.
At Ulton, your goals are our goals.
Ulton is a company. Well established and highly focused financial advisory and business consulting service provider at Bundaberg on the Coral Coast in the Wide Bay Region, Queensland. Including the four Partners, Ulton has a team of thirty-eight in Bundaberg, with a further eight team members on the ground in the Maryborough branch office with 6 full-time and 3 part-time staff in our Hervey Bay office. A part-time office is also located Gladstone, which is serviced weekly by team members from Bundaberg.
To ensure that Ulton and its clients keep up to date with a constantly changing business environment, the firm has a well-diversified team made up of Accountants, Financial Planners, Specialist Consultants and highly trained support team members. This cross section ensures continual access to leading edge knowledge and innovative ideas, meaning consistently high quality standards and business and financial solutions.
An overall client care approach is promoted by the firm. Ulton sees customer service skills as important compliments to formal qualifications and experience amongst its people. This ensures consistent high standards in our work, which we take pride in.
Ulton seeks to add value to clients and develop long term relationships based on trust and mutual respect.
The History and Meaning of Ulton
Ulton has been serving clients since 1925 under various names, which have been based around ownership structures. With Ulton, the aim is to establish a new name, a unique image and be able to protect that by trademark.
Ulton is derived from the two words "Ultimate" and "On", meaning:
ultimate adj. highest or most significant
on adv. with continued movement or action
These two words are combined to form the word Ulton, meaning:
Ulton a company that is focused on results for clients with a vision of working with them to create the "highest or most significant" solutions for them and their businesses combined with continuous guidance through "movement and action".
In simple terms, this means that we exist to help you grow your business and personal wealth through personalised solutions.
The Ulton brand with its fully integrated image is exciting and will take us as a fully committed Accounting Practice, Business Solutions and Financial Services provider right to the cutting edge of the worlds best practice business principles.
There are a number of significant benefits of establishing a rewarding career with Ulton.
We reward innovation and recognise excellence
Ulton has in place a regular and meaningful performance management process, including monthly, biannual and annual formal and informal appraisals.
We nurture open and honest internal communication, and consider each and every team member as a valuable contributor to the firm’s success.
We help you balance work, life and study
At Ulton, we understand that work is not your life.
We encourage team members to interact on a social level outside the office, through a number of organised and ad hoc team activities.
We also encourage and support our team members to undertake additional studies (including post-graduate and CA studies) to increase their skill level and abilities, and opportunities for advancement within the firm.
You’re not a number at Ulton – You’re a person
Ulton understand and appreciate the unique contribution each and every team member makes to the firm.
We provide team members with constant feedback on both their performance and contribution to the goals of the team.
Explore new career opportunities
At Ulton, everyone enjoys the opportunity to advance their career through the firm, and our various regional office locations in Bundaberg, Maryborough, Hervey Bay and Gladstone.
We encourage internal applications for advancement, and we’ll help graduates, trainees and new employees develop a future career plan to work toward.
Our partners and many of our managers have worked their way through the firm to their positions today. Just imagine where your career at Ulton could take you!
For more information on the benefits of a rewarding career with Ulton, contact Ulton or send your CV and work history with a cover letter to our HR section
Here’s the top 10 reasons you should choose Ulton as your business partner:
1. Risks are significant
Choosing the wrong chartered accountant, business advisor or financial planner, or one who doesn’t understand you or your business, can have devastating consequences.
Ulton understands you and what you do, and we tailor our advice and professional expertise to help you achieve your goals.
2. We offer the widest range of services
Ulton provides Business Services (including taxation planning), Assurance and Business Advisory (including business development, corporate services, audit services, financial information systems and business forecasting) and Financial Planning (including a wide range of future wealth products and services, finance and superannuation services).
Our Business Advisory & Compliance team assembles the nation’s leading desktop management professionals, with a wealth of experience and knowledge in the design, development and implementation of engineered financial management systems that can reliably forecast and map your future business.
3. We’re experts in our field
Ulton partners some of the nation’s leading accounting and business advisory professionals, with senior managers who’ve built a lifetime of expertise in the areas of business development, revenue law, forward planning and risk management.
We will work with you to understand your business, and help you achieve your goals.
4. At Ulton, clients come first
Our unique Client Commitment assures you of the very best service from the very best people in the business. We make an open, honest and upfront commitment that you’ll always receive exceptional client service, and that you’ll always be involved in your work so as to enable empowered decision making.
We also recognise that every client has unique requirements, and so every client is unique. We tailor our services and advice to match, and exceed, your expectations from a chartered accountant, business advisor and financial planner. It’s our consideration of how you do business and the flexibility in our service delivery style that makes us the perfect partner for you and your business.
5. We offer independent advice
Because Ulton Financial Planning is not a branch or agency of a specific financial product, we don’t exclusively recommend one single financial product or service on your behalf.
With Ulton, there are no hidden commission fees, and you can be assured that our fees represent the development of a strategic, tailored forward financial plan for you, your family and your lifestyle.
6. We’re local people with experience
Ulton has been an important part of your community since 1926, and now with thousands of satisfied clients right around
Our eighty years of service is your guarantee of quality positive results. In addition, our team live, work and invest in the regional communities of Bundaberg, Maryborough, Hervey Bay and Gladstone, and we support a wide variety of community, charitable, social, sporting and cultural activities.
We’re local people, assembling the financial industry’s leading advisors and consultants to work for your business.
7. You choose our involvement
Ulton can be as detached or involved in your operations as you choose. Our business services team works closely with a number of clients, assisting with regular financial reporting and transactional processing functions, though we can also assist at a higher, and more irregular, level.
You choose our involvement in your operations, giving you flexibility and control of our relationship.
8. We offer tailored billing
At Ulton, you will never receive an unexpected bill, as we will agree in advance a schedule for billing. We will prepare your accounts promptly, in accordance with an agreed timetable, provided you have supplied us with all the information we require in the agreed timeframe.
9. Who you want, when you want them
We do not screen clients’ calls – you will either have the direct telephone number of the partner or manager you require, or you will be put through to the person you are calling as quickly as possible, if they are available.
We will respond to your emails and your telephone calls promptly and we will never keep you waiting unnecessarily.
10. We welcome your involvement
Ulton invite clients to a number of seminars, industry, social and community networking functions through the year.
We are pro-active in hosting networking events so that other clients and contacts can refer work to you, and you can meet and mingle with the partners and team members of the Ulton Group.
At Ulton, your involvement as a valued client doesn’t end after your visit to our office. We welcome the opportunity for you to join outside the office, and enjoy our friendly team spirit.
Ulton is a responsible and respected corporate citizen, and we play a positive role in the communities in which we operate.
Ulton support a vast range of community, charitable and public service organisations, including:
If your community or non-profit group would like to partner with Ulton, please contact Ulton.
Ulton offers certainty . . . in uncertain times.
We look beyond the bottom line. We aim to enhance the level of profitability and efficiency for each client through strategic management and reporting.
Understanding that one model doesn’t necessarily fit each business or industry, our business development team can provide tailored solutions including:
Our audit team strives to achieve for our clients tangible improvements in accounting procedures and internal controls, systems controls and applications, management or control of investments, and compliance with accounting standards and corporations law.
Specifically, our audit team can assist with:
Information on this website provides a broad overview of current issues, information and developments. Before making any decisions based on this information please seek detailed professional advice.
Peter's formal qualifications and memberships include:
As the senior Partner of Ulton, Peter oversees the firm’s administration and marketing functions as well as the financial planning division.
Peter draws upon his formal qualifications and experience when sitting on various public company boards, which include:
Peter also holds other directorships of private companies with retail and manufacturing interests.
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Daryl's formal qualifications are extensive and include:
As a fellow of the
Daryl oversees the running of the Audit and Technology divisions as well as the Maryborough and
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Mark's grounding was in the area of Business Services, undertaking responsibilities including forward projections, tax planning and general business advice for clients. More recently Mark has been involved in business valuations, business development and financial modelling.
Marks professional qualifications and memberships include:
Mark is a pivotal leader in the administration of the firm and oversees the running of the Business Services division teams within the firm. Mark has also been responsible for the firm’s expanded geographic client base in
Jamie commenced with the firm in January 1992 studying part-time towards a Bachelor of Business (Accounting) degree through the
Jamie specialises in small business and taxation advice as well as management accounting. Jamie’s formal qualifications and memberships include:
Jamie is also responsible for a large number of clients in the
Ulton develops and manages future wealth strategies for clients around
Ulton Financial Planning, in conjunction with Professional Investment Services, offers the following services to clients:
Ulton Financial Planning help make clients “future proof”.
Ulton’s superannuation service administers approximately two hundred Self-Managed Superannuation Funds (SMSFs) and several Employer Sponsored Superannuation Funds. A variety of Ulton’s teams are involved with the management of these funds, including Business Services (responsible for the general administration of these funds), Audit, and Ulton Financial Planning (in conjunction with Professional Investment Services, responsible for the development of investment strategies, eligible termination payments, pension allocation, etc).
More specific areas of interest within our superannuation services include:
Ulton seek to offer confidence, so that our clients can retire comfortably.
Ulton also help finance the dreams of our clients’ tomorrow, today.
Our financial planning team can help arrange simple loan requests to complex corporate financing requirements.
Our range of finance products and services include:
The Ulton Group believes that the responsible use of client and visitor information collected through its website is a critical function of its relationship with clients. To reflect our commitment to client and visitor privacy, we have adopted the following online privacy values:
- Ulton will not collect information which personally identifies you except when you have knowingly provided it to us.
- In order to monitor our website's performance, and to measure if we are fulfilling your needs for a relevant and up to date information service, we may track your IP address and session time. This information cannot be used to identify you and will at all times remain anonymous.
- The extent and type of information we receive from you on our website depends on the information you have provided to us through our contact details, including e-mailboxes and appointment schedules.
- We will only use your personal information to respond to your requests and to provide you with information about Ulton’s products and services.
- If you send us your resume or CV with the intention of applying for a position with the firm, we will use the information you have provided to match you with available employment opportunities.
- The contents of this values statement are subject to change without notice, and are not intended to create a contract between Ulton and any individual visiting the website or who provides us with their personal information.
Please contact us with any questions or comments about our privacy values statement.
At Ulton, we help clients understand their business, from the inside out.
Our focus on Business Services, one of the largest divisions of the firm, is on helping our clients to efficiently and effectively understand and manage their business. Our Business Services division aims to provide timely and meaningful indications on your financial and operational performance, and provides expert assistance in taxation planning issues, helping to ensure you stay ahead of your present and future taxation obligations.
Our Business Services division can assist with:
With regard to taxation planning we provide:
According to the Institute of Chartered Accountants in Australia , Chartered Accountants (CAs) are ‘precise and insightful thinkers with a reputation for ethics and high standards. They are technical experts who can apply their intelligence in every aspect of business without fear or favour. They have strong networks and are future driven – making them some of the best-qualified and passionate business professionals around.’
The ICAA go on to explain ‘no one is better qualified to lead your business in the right direction than a Chartered Accountant.’
Who are Chartered Accountants?
Chartered Accountants are university graduates who, after completing their degree, are required to pass an extensive postgraduate program (the CA Program) and also complete a 3 year period of approved practical experience mentored by a Chartered Accountant. To then retain their Chartered Accountant designation members must complete Continuing Professional Education (CPE) of 120 hours in a triennium.
Ulton - Leaders in Chartered Accounting
Each of Ulton’s Partners and many members of its team are Chartered Accountants, upholding the reputation and brilliance of a highly-skilled profession.
Ulton proudly encourages its team members to complete the CA Program and further studies to ensure we remain competitive, cutting-edge leaders in chartered accounting, business advisory and financial planning services.
To discover how our experience can benefit you and your business, contact Ulton.