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Shylea Ulrick, CFP®


Name Shylea Ulrick CFP®
Company Lifestyle Advisers
Address 137 Niagara Lane
Candelo, NSW 2550
Phone 0422 371 192
Mobile 0422 371 192
Website www.lifestyleadvisers.com.au

Lifestyle is important to me and helping you achieve the lifestyle you want is equally as important!

As the owner of Lifestyle Advisers Pty Ltd, I have come a long way from my induction to the financial services industry as a receptionist/secretary in 1995. I completed the Diploma of Financial Planning in 2005 by Deakin University and commenced my role as Financial Planner with Lifestyle Advisers Pty Ltd. In 2011, Peter Graham and I became official business partners, and when he retired in 2016, I took over the ownership of the business.

My aim is to assist clients to achieve their dream lifestyle by helping with investment selection, superannuation strategies, retirement planning advice and wealth protection needs. Having first-hand experience of needing to make important decisions for an aged love one and living first hand through the emotional strings attached to this type of planning that effect the whole family, I achieved accreditation as an Aged Care Specialist Adviser in 2012.

In 2014, I became accredited as an SMSF Specialist Adviser through SPAA (SMSF Professionals Association of Australia).

In 2017, I completed the Fellow Chartered Financial Practitioner accreditation.

In 2017, I moved to the Bega Valley to enjoy the lifestyle of country living, but regularly visit Canberra and surrounding areas.

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