goshanesy:!:ulton::net
07 4154 0426
Gemma O'Shanesy Manager, Wealth Management

Gemma joined Ulton in 2004 and became an Authorised Representative in 2006. She is now responsible for managing both the wealth management and superannuation divisions at Ulton. Gemma is also the Compliance Manager and Complaints Manager for Ulton Wealth Services. 

Gemma’s responsibilities include:

  • Drafting policies and processes and ensuring that they are adhered to
  • Workflow management
  • Recruitment of team members
  • Review of strategies, documents and SMSF financials
  • Invoicing
  • Compliance management
  • Project work.

 

 

A graduate of Central Queensland University, Gemma is a Sub Authorised Representative No. 304440 of Ulton Wealth Management Pty Ltd which is a Corporate Authorised Representative No. 460875 of Ulton Wealth Services Pty Ltd.

Qualifications

  • Bachelor of Business (Accounting) 
  • Advanced Diploma of Financial Services (Financial Planning)
  • Certificate of Margin Lending
  • Certificate of ASX Securities
  • Certificate of Self-Managed Superannuation Funds
  • Bachelor of Business in Accounting
  • Certificate III in Business, Office Administration.

Memberships

  • Member, Association of Financial Advisors Ltd

 



 
Print this page Tell A Friend Add to Favorites