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.

Related Articles

Wealth Management
16 min read

Why every farmer needs off-farm assets

This article was originally written by Kylie Wright for Queensland Country Life and published on 20 February 2025. We’re...

Ulton Stories Wealth Management
8 min read

Empowering Financial Futures: Marching Forward with Kylie Wright on International Women's Day

As we approach International Women’s Day 2025, the theme "March Forward" serves as a powerful reminder of the strides wo...

Wealth Management aged care
17 min read

The new Aged Care Act will soon be law

Australia’s population is ageing, with the number of people aged 85 and over projected to triple in the next four decade...