Ulton Gladstone
About the company
Ulton was founded in 1926 by Bill Schoch, and its story began in Bundaberg. The firm has been providing financial services for 100 years. The name Ulton was adopted in 2000, inspired by the concepts of ultimate and onward. Ulton has a team of more than 90 accountants, advisors, and financial specialists.
It specialises in agribusiness, manufacturing, mining and resources, not-for-profit, property and construction, retail, and professional services. Trish Ilicic is the Business Services Partner at the Gladstone office. Ulton offers accounting, business advisory, and wealth management services.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
We have dealt with Jes for many years and shall continue to do so as she has taken the time to understand the level of risk that I’m prepared to take when it comes to investment (I am quite conservative) and with her assistance I am confident that our financial needs are being well looked after which allows me to look to the future with peace of mind whereas, without her help, I would be constantly worrying whether or not I had enough funds available to live comfortably on throughout my retirement.
Trish is excellent to deal with, really happy with the service so far!
Obscenely expensive fees and the two years I used their tax services I had to pay tax bills (but had never paid one prior, or since)!! Not sure what service they are offering, but it certainly isn't trying to get their clients the best refund!
Financial advisers & planners in Gladstone compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Gladstone are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Morgans Financial Limited - Gladstone | ★ 4,7 | 14 | No |
| 2 | Triumph Financial Planning | ★ 5,0 | 1 | No |
| 3 | Godfrey Pembroke Financial Advice Specialists | ★ 5,0 | 1 | No |
| 4 | Personal Wealth Solutions | ★ 4,3 | 3 | No |
| 5 | Ulton Gladstone (this page) | ★ 3,7 | 3 | No |
