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Both Shylea Ulrick and Lifestyle Advisers are authorised representatives of AvalonFS AFSL 437518.

Meet the Team

Shylea Ulrick

Shylea commenced her career in financial services as a personal assistant to Peter Graham in 1995. She completed her Diploma of Financial Planning in 2005 and commenced her role as a Financial Adviser. In 2011, Shylea became a partner in the business and following Peter’s retirement in 2016, is now the sole owner of Lifestyle Advisers.  She completed the Master of Financial Planning degree in 2020.

Her business is predominately based in Canberra, however, having bought a property just outside Candelo (Bega Valley) in 2007, Shylea and her husband, Phil, finally relocated to the area in 2017. Shylea specialises in superannuation and retirement planning but can assist with a range of financial matters.

Lifestyle is important to Shylea and helping clients achieve their desired lifestyle is what her business is all about.

Shylea & Phil love caravanning, taking their adorable fur-baby, Sammi with them.  They love travelling overseas and experiencing different cultures and food.  Shylea loves cooking/baking and particularly loves taking photos of food, whether it be her own creations or beautifully presented food at restaurants. 

Originally, from QLD, Shylea is an avid supporter of the Brisbane Broncos and the QLD State of Origin team, which makes for a lot of fun at Origin time as Phil is a passionate NSW Origin fan.  Shylea also really enjoys watching the V8 Supercars supporting Betty Klimenko’s Erebus Motorsport team.

Lisa Jane Hawthorne

Lisa Jane has had a diverse career that has its ground roots in the administrative arena.

In 2012, when Lifestyle Advisers needed some admin support in an ad-hoc scenario, it suited both the business and Lisa Jane to make it an ongoing thing. The fact that Shylea was her sister just made the commitment all that much stronger! 

Lisa Jane now runs her own business, Sea Breeze Website Solutions. She is a website designer with a focus on integrated business solutions.