SHYLEA ULRICK
Financial Adviser · Tantawangalo, NSW
📚 Qualifications & Training
2005 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA)
2014 - SMSF Specialist Advisor - Advanced Diploma (AQF 6) - Self-Managed Super Fund Association
2020 - Master of Financial Planning - Masters Degree (AQF 9) - KAPLAN
🏢 Professional Memberships
FChFP - Fellow Chartered Financial Practitioner
Financial Advice Association of Australia (FAAA)
SSA SMSF Specialist Accreditation (SPAA)
SSA – SMSF Specialist Accreditation (SPAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.