Financial Adviser
· DALBY, QLD
Daniel Ellis
No disciplinary history on record with ASIC
DALBY,
QLD
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000450495
Licensee
Sydney, NSW (licence address on ASIC register)
About Daniel Ellis
Daniel Ellis is a financial adviser based in Dalby, Queensland, with 13 years of experience in the financial services industry since 2013. Daniel is currently authorised under Millennium 3 Financial Services. Daniel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Daniel's qualifications include a Bachelor of Commerce (Finance) from University of Southern Queensland.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2016
SuperConcepts & ICFS Specialist SMSF Course
Super Concepts
2017
Bachelor of Commerce (Finance)
University of Southern Queensland
2018
Accredited Listed Product Adviser Program
Kaplan Education Pty Ltd
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2024
Margin Lending Specialist
Kaplan Education Pty Ltd
Registration History
Source: ASIC Financial Advisers Register