Financial Adviser · MELBOURNE, VIC

Ellie Marie Fordham

MELBOURNE, VIC

14 Years experience

Tax advice
authorised

ASIC Registered · ADV 001001429

Currently at

Verse Wealth

Melbourne, VIC (firm address)

View firm profile

About Ellie Marie Fordham

Ellie Marie Fordham is a financial adviser based in Melbourne, Victoria, with 14 years of experience in the financial services industry since 2012. Ellie is currently authorised under Verse Wealth Licensee Services, operating through Verse Wealth. Ellie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ellie's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia. Ellie is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2012

Bachelor of Business (Financial Planning)

Royal Melbourne Institute of Technology

2015

SMSF Specialist Advisor (SSA) Accreditation

SMSF Association

2018

Certified Financial Planner (CFP)

Financial Planning Association of Australia

2022

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Verse Wealth Licensee Services Pty Ltd

Apr 2022 - Present Current

Dozzi Pty Ltd

Nov 2016 - Mar 2022 Ceased

Alman Partners Pty. Ltd.

Jun 2012 - Apr 2016 Ceased

Source: ASIC Financial Advisers Register